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 | $124,425-72.0% | $112,040-68.9% | $137,256-74.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.13% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,021 | $3,411-11.4% | $2,954+2.3% | $4,156-27.3% |
| Participant deferral / active EE | $6,525 | $5,718+14.1% | $5,098+28.0% | $6,407+1.8% |
| Admin fee / account holder | $4,595 | $15,207-69.8% | $12,098-62.0% | $12,270-62.5% |