See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,196 | $154,228-66.2% | $145,433-64.1% | $137,256-62.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.53% | 74.59%-51.1pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,634 | $4,804-45.2% | $4,554-42.2% | $4,156-36.6% |
| Participant deferral / active EE | $7,458 | $8,216-9.2% | $7,897-5.6% | $6,407+16.4% |
| Admin fee / account holder | $5,026 | $14,344-65.0% | $13,129-61.7% | $12,270-59.0% |