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 | $82,269 | $99,918-17.7% | $81,382+1.1% | $145,922-43.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 34.32%-19.0pp | 24.73%-9.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,970 | $2,978-0.3% | $2,463+20.6% | $4,660-36.3% |
| Participant deferral / active EE | $3,921 | $4,605-14.9% | $3,883+1.0% | $6,688-41.4% |
| Admin fee / account holder | $13,699 | $8,212+66.8% | $5,768+137.5% | $13,397+2.3% |