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 | $26,446 | $106,584-75.2% | $101,326-73.9% | $142,382-81.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.56% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,738 | $3,956-5.5% | $3,665+2.0% | $4,299-13.1% |
| Participant deferral / active EE | $10,849 | $8,297+30.8% | $7,994+35.7% | $6,507+66.7% |
| Admin fee / account holder | $2,612 | $11,446-77.2% | $11,185-76.6% | $12,624-79.3% |