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 | $20,890 | $48,795-57.2% | $65,493-68.1% | $84,808-75.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.64% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,389 | $1,930+179.3% | $2,574+109.4% | $2,631+104.8% |
| Participant deferral / active EE | $1,911 | $2,928-34.7% | $3,961-51.8% | $4,212-54.6% |
| Admin fee / account holder | $1,420 | $3,877-63.4% | $5,028-71.8% | $7,344-80.7% |