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 | $4,632 | $101,618-95.4% | $93,063-95.0% | $137,256-96.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.61% | 223.95%-211.3pp | 34.15%-21.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,439 | $2,707-46.8% | $2,476-41.9% | $4,156-65.4% |
| Participant deferral / active EE | $1,956 | $4,279-54.3% | $3,958-50.6% | $6,407-69.5% |
| Admin fee / account holder | $676 | $6,198-89.1% | $6,033-88.8% | $12,270-94.5% |