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 | $63,974 | $127,065-49.7% | $113,168-43.5% | $142,382-55.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.10% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,598 | $3,442-53.6% | $2,975-46.3% | $4,299-62.8% |
| Participant deferral / active EE | $3,985 | $5,716-30.3% | $5,107-22.0% | $6,507-38.8% |
| Admin fee / account holder | $340 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |