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 | $31,122 | $159,901-80.5% | $146,958-78.8% | $145,922-78.7% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 18.54% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,990 | $5,286-62.4% | $4,933-59.7% | $4,660-57.3% |
| Participant deferral / active EE | $6,395 | $8,428-24.1% | $8,070-20.8% | $6,688-4.4% |
| Admin fee / account holder | $2,213 | $15,044-85.3% | $12,998-83.0% | $13,397-83.5% |