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 5-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 | $23,908 | $89,753-73.4% | $107,525-77.8% | $84,808-71.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.87% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,689 | $3,113+18.5% | $3,754-1.7% | $2,631+40.2% |
| Participant deferral / active EE | $3,833 | $4,056-5.5% | $5,116-25.1% | $4,212-9.0% |
| Admin fee / account holder | $2,438 | $7,222-66.2% | $8,919-72.7% | $7,344-66.8% |