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 3-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 | $32,930 | $106,584-69.1% | $101,326-67.5% | $142,382-76.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 22.69% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $13,058 | $3,956+230.1% | $3,665+256.3% | $4,299+203.7% |
| Participant deferral / active EE | $30,389 | $8,297+266.3% | $7,994+280.2% | $6,507+367.0% |
| Admin fee / account holder | $13,764 | $11,446+20.2% | $11,185+23.1% | $12,624+9.0% |