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 4-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 | $33,429 | $178,174-81.2% | $156,181-78.6% | $137,256-75.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 23.96% | 84.19%-60.2pp | 64.87%-40.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $7,443 | $4,972+49.7% | $4,294+73.3% | $4,156+79.1% |
| Participant deferral / active EE | $3,172 | $6,888-53.9% | $6,132-48.3% | $6,407-50.5% |
| Admin fee / account holder | $1,054 | $17,404-93.9% | $14,586-92.8% | $12,270-91.4% |