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 3-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 | $31,860 | $201,272-84.2% | $184,203-82.7% | $145,922-78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.04% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,566 | $7,022-35.0% | $6,427-29.0% | $4,660-2.0% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,131+25.9% | $6,688+72.0% |
| Admin fee / account holder | $452 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |