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 | $34,852 | $127,065-72.6% | $113,168-69.2% | $142,382-75.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.13% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,021 | $3,442-12.2% | $2,975+1.5% | $4,299-29.7% |
| Participant deferral / active EE | $6,525 | $5,716+14.1% | $5,107+27.8% | $6,507+0.3% |
| Admin fee / account holder | $4,595 | $15,736-70.8% | $12,068-61.9% | $12,624-63.6% |