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 | $33,340 | $159,602-79.1% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.99% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,193 | $4,961-35.6% | $4,693-32.0% | $4,299-25.7% |
| Participant deferral / active EE | $5,473 | $8,310-34.1% | $7,997-31.6% | $6,507-15.9% |
| Admin fee / account holder | $728 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |