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 | $17,750 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.56% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,016 | $4,804-78.8% | $4,554-77.7% | $4,156-75.5% |
| Participant deferral / active EE | $9,213 | $8,216+12.1% | $7,897+16.7% | $6,407+43.8% |
| Admin fee / account holder | $13,847 | $14,344-3.5% | $13,129+5.5% | $12,270+12.9% |