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 | $27,260 | $154,228-82.3% | $145,433-81.3% | $137,256-80.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.02% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,031 | $4,804-36.9% | $4,554-33.5% | $4,156-27.1% |
| Participant deferral / active EE | $6,173 | $8,216-24.9% | $7,897-21.8% | $6,407-3.6% |
| Admin fee / account holder | $479 | $14,344-96.7% | $13,129-96.3% | $12,270-96.1% |