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 | $38,597 | $100,970-61.8% | $96,576-60.0% | $137,256-71.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.92% | 38.16%-16.2pp | 38.47%-16.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $7,103 | $3,809+86.5% | $3,553+99.9% | $4,156+70.9% |
| Participant deferral / active EE | $15,465 | $8,286+86.6% | $7,956+94.4% | $6,407+141.4% |
| Admin fee / account holder | $9,067 | $11,312-19.8% | $11,381-20.3% | $12,270-26.1% |