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 | $16,980 | $74,888-77.3% | $71,209-76.2% | $142,382-88.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.36% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,916 | $2,854-32.9% | $2,721-29.6% | $4,299-55.4% |
| Participant deferral / active EE | $5,017 | $4,454+12.6% | $4,175+20.2% | $6,507-22.9% |
| Admin fee / account holder | $870 | $5,568-84.4% | $5,349-83.7% | $12,624-93.1% |