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 | $29,414 | $104,974-72.0% | $95,585-69.2% | $142,382-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.55% | 210.33%-185.8pp | 38.56%-14.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,824 | $2,779-34.3% | $2,527-27.8% | $4,299-57.6% |
| Participant deferral / active EE | $6,812 | $4,352+56.5% | $4,023+69.3% | $6,507+4.7% |
| Admin fee / account holder | $831 | $6,386-87.0% | $6,127-86.4% | $12,624-93.4% |