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 | $12,137 | $111,535-89.1% | $105,223-88.5% | $137,256-91.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.64% | 237.85%-211.2pp | 180.65%-154.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $2,467 | $3,939-37.4% | $3,689-33.1% | $4,156-40.6% |
| Participant deferral / active EE | $3,915 | $5,500-28.8% | $5,072-22.8% | $6,407-38.9% |
| Admin fee / account holder | $571 | $9,721-94.1% | $8,859-93.6% | $12,270-95.3% |