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 10-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 | $25,600 | $109,817-76.7% | $98,442-74.0% | $167,490-84.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 23.59% | 1956.69%-1933.1pp | 1492.73%-1469.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $3,137 | $3,224-2.7% | $2,960+6.0% | $4,837-35.1% |
| Participant deferral / active EE | $5,299 | $4,673+13.4% | $4,276+23.9% | $6,341-16.4% |
| Admin fee / account holder | $1,918 | $6,753-71.6% | $5,949-67.8% | $12,309-84.4% |