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 5-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 | $21,254 | $154,228-86.2% | $145,433-85.4% | $137,256-84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.23% | 74.59%-53.4pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,434 | $4,804-49.3% | $4,554-46.6% | $4,156-41.4% |
| Participant deferral / active EE | $8,469 | $8,216+3.1% | $7,897+7.2% | $6,407+32.2% |
| Admin fee / account holder | $4,598 | $14,344-67.9% | $13,129-65.0% | $12,270-62.5% |