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 | $21,921 | $177,572-87.7% | $154,803-85.8% | $142,382-84.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.59% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,586 | $4,810-67.0% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $4,251 | $6,272-32.2% | $5,540-23.3% | $6,507-34.7% |
| Admin fee / account holder | $326 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |