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 | $40,914 | $154,228-73.5% | $145,433-71.9% | $137,256-70.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,529 | $4,804-26.5% | $4,554-22.5% | $4,156-15.1% |
| Participant deferral / active EE | $4,945 | $8,216-39.8% | $7,897-37.4% | $6,407-22.8% |
| Admin fee / account holder | $2,820 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |