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 | $20,572 | $59,805-65.6% | $79,550-74.1% | $68,494-70.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 103.84% | -12.30%+116.1pp | 0.16%+103.7pp | -7.84%+111.7pp |
| Employer contribution / active EE | $2,550 | $1,505+69.4% | $2,413+5.7% | $2,596-1.8% |
| Participant deferral / active EE | $5,628 | $3,024+86.1% | $3,985+41.2% | $4,027+39.8% |
| Admin fee / account holder | $579 | $4,835-88.0% | $6,832-91.5% | $5,403-89.3% |