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 | $16,224 | $100,970-83.9% | $96,576-83.2% | $137,256-88.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.50% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,729 | $3,809+76.7% | $3,553+89.4% | $4,156+61.9% |
| Participant deferral / active EE | $8,243 | $8,286-0.5% | $7,956+3.6% | $6,407+28.7% |
| Admin fee / account holder | $5,420 | $11,312-52.1% | $11,381-52.4% | $12,270-55.8% |