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 | $27,395 | $114,381-76.0% | $107,525-74.5% | $142,382-80.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.46% | 242.71%-230.2pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,769 | $4,015-55.9% | $3,754-52.9% | $4,299-58.8% |
| Participant deferral / active EE | $7,484 | $5,564+34.5% | $5,116+46.3% | $6,507+15.0% |
| Admin fee / account holder | $17,456 | $9,860+77.0% | $8,919+95.7% | $12,624+38.3% |