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 6-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 | $19,713 | $85,022-76.8% | $70,515-72.0% | $139,434-85.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.06% | 30.38%-12.3pp | 32.77%-14.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,479 | $3,909-36.6% | $2,973-16.6% | $4,751-47.8% |
| Participant deferral / active EE | $8,563 | $5,890+45.4% | $4,567+87.5% | $6,710+27.6% |
| Admin fee / account holder | $1,084 | $8,906-87.8% | $6,412-83.1% | $11,403-90.5% |