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 | $18,764 | $94,752-80.2% | $112,887-83.4% | $139,434-86.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 38.09% | 40.88%-2.8pp | 34.10%+4.0pp | 372.94%-334.9pp |
| Employer contribution / active EE | $5,007 | $4,625+8.3% | $4,563+9.7% | $4,751+5.4% |
| Participant deferral / active EE | $9,238 | $6,512+41.9% | $6,513+41.8% | $6,710+37.7% |
| Admin fee / account holder | $1,701 | $8,527-80.0% | $7,047-75.9% | $11,403-85.1% |