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 | $46,843 | $94,752-50.6% | $112,887-58.5% | $139,434-66.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 35.94% | 40.88%-4.9pp | 34.10%+1.8pp | 372.94%-337.0pp |
| Employer contribution / active EE | $18,897 | $4,625+308.6% | $4,563+314.1% | $4,751+297.8% |
| Participant deferral / active EE | $12,976 | $6,512+99.3% | $6,513+99.2% | $6,710+93.4% |
| Admin fee / account holder | $1,030 | $8,527-87.9% | $7,047-85.4% | $11,403-91.0% |