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 | $23,770 | $100,773-76.4% | $88,946-73.3% | $142,382-83.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.08% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,696 | $2,918+95.2% | $2,555+122.9% | $4,299+32.5% |
| Participant deferral / active EE | $15,869 | $5,230+203.4% | $4,581+246.4% | $6,507+143.9% |
| Admin fee / account holder | $8,448 | $9,693-12.8% | $8,261+2.3% | $12,624-33.1% |