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 5-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 | $32,295 | $180,749-82.1% | $160,784-79.9% | $137,256-76.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.39% | 2234.46%-2212.1pp | 1803.92%-1781.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,359 | $4,155-43.2% | $3,733-36.8% | $4,156-43.2% |
| Participant deferral / active EE | $7,980 | $6,844+16.6% | $6,293+26.8% | $6,407+24.6% |
| Admin fee / account holder | $837 | $10,397-91.9% | $9,717-91.4% | $12,270-93.2% |