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 | $12,925 | $177,572-92.7% | $154,803-91.7% | $142,382-90.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.65% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,099 | $4,810-56.4% | $4,305-51.2% | $4,299-51.2% |
| Participant deferral / active EE | $9,585 | $6,272+52.8% | $5,540+73.0% | $6,507+47.3% |
| Admin fee / account holder | $3,993 | $16,786-76.2% | $14,329-72.1% | $12,624-68.4% |