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 4-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 | $26,120 | $106,749-75.5% | $145,433-82.0% | $82,448-68.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,041 | $3,444-11.7% | $4,554-33.2% | $2,551+19.2% |
| Participant deferral / active EE | $5,832 | $6,519-10.5% | $7,897-26.2% | $4,139+40.9% |
| Admin fee / account holder | $3,612 | $8,390-57.0% | $13,129-72.5% | $7,234-50.1% |