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 | $24,254 | $100,773-75.9% | $88,946-72.7% | $142,382-83.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 14.77% | 70.18%-55.4pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,740 | $2,918-6.1% | $2,555+7.3% | $4,299-36.3% |
| Participant deferral / active EE | $4,801 | $5,230-8.2% | $4,581+4.8% | $6,507-26.2% |
| Admin fee / account holder | $1,614 | $9,693-83.4% | $8,261-80.5% | $12,624-87.2% |