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 | $15,272 | $106,515-85.7% | $96,683-84.2% | $139,434-89.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.82% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,192 | $4,103-46.6% | $3,737-41.3% | $4,751-53.9% |
| Participant deferral / active EE | $3,992 | $5,454-26.8% | $4,878-18.2% | $6,710-40.5% |
| Admin fee / account holder | $1,651 | $7,877-79.0% | $6,730-75.5% | $11,403-85.5% |