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 | $16,749 | $106,584-84.3% | $101,326-83.5% | $142,382-88.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.49% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $12,551 | $3,956+217.3% | $3,665+242.4% | $4,299+192.0% |
| Participant deferral / active EE | $18,770 | $8,297+126.2% | $7,994+134.8% | $6,507+188.4% |
| Admin fee / account holder | $20,520 | $11,446+79.3% | $11,185+83.5% | $12,624+62.5% |