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 3-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 | $20,262 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.73% | 65.07%-31.3pp | 58.88%-25.2pp | 217.08%-183.3pp |
| Employer contribution / active EE | $2,040 | $4,810-57.6% | $4,305-52.6% | $4,299-52.6% |
| Participant deferral / active EE | $7,626 | $6,272+21.6% | $5,540+37.6% | $6,507+17.2% |
| Admin fee / account holder | $459 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |