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 | $43,078 | $100,970-57.3% | $96,576-55.4% | $137,256-68.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 22.66% | 38.16%-15.5pp | 38.47%-15.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,177 | $3,809-42.8% | $3,553-38.7% | $4,156-47.6% |
| Participant deferral / active EE | $7,228 | $8,286-12.8% | $7,956-9.2% | $6,407+12.8% |
| Admin fee / account holder | $322 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |