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 | $16,555 | $183,519-91.0% | $155,509-89.4% | $145,922-88.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 16.19% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,983 | $5,313-62.7% | $4,672-57.6% | $4,660-57.4% |
| Participant deferral / active EE | $4,343 | $6,462-32.8% | $5,626-22.8% | $6,688-35.1% |
| Admin fee / account holder | $786 | $19,313-95.9% | $15,912-95.1% | $13,397-94.1% |