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 | $30,960 | $161,352-80.8% | $134,172-76.9% | $137,256-77.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.78% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,522 | $4,099-62.9% | $3,420-55.5% | $4,156-63.4% |
| Participant deferral / active EE | $11,721 | $5,552+111.1% | $4,690+149.9% | $6,407+82.9% |
| Admin fee / account holder | $959 | $15,028-93.6% | $12,016-92.0% | $12,270-92.2% |