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 | $24,447 | $175,202-86.0% | $149,673-83.7% | $139,434-82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.24% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $3,804 | $5,474-30.5% | $4,818-21.0% | $4,751-19.9% |
| Participant deferral / active EE | $10,131 | $6,519+55.4% | $5,680+78.4% | $6,710+51.0% |
| Admin fee / account holder | $1,221 | $16,150-92.4% | $13,210-90.8% | $11,403-89.3% |