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 | $34,277 | $172,111-80.1% | $150,298-77.2% | $137,256-75.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.68% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,836 | $4,636+4.3% | $4,154+16.4% | $4,156+16.3% |
| Participant deferral / active EE | $4,895 | $6,166-20.6% | $5,453-10.2% | $6,407-23.6% |
| Admin fee / account holder | $3,331 | $16,471-79.8% | $14,116-76.4% | $12,270-72.9% |