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 | $19,640 | $107,452-81.7% | $91,541-78.5% | $142,382-86.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.83% | 22.06%-4.2pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,150 | $2,994+5.2% | $2,505+25.8% | $4,299-26.7% |
| Participant deferral / active EE | $4,925 | $4,754+3.6% | $4,008+22.9% | $6,507-24.3% |
| Admin fee / account holder | $1,958 | $8,834-77.8% | $6,956-71.9% | $12,624-84.5% |