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 | $35,427 | $117,983-70.0% | $101,794-65.2% | $142,382-75.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.18% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,649 | $2,773-40.5% | $2,289-28.0% | $4,299-61.6% |
| Participant deferral / active EE | $4,041 | $4,714-14.3% | $4,084-1.0% | $6,507-37.9% |
| Admin fee / account holder | $3,676 | $10,433-64.8% | $8,777-58.1% | $12,624-70.9% |