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 | $12,600 | $114,381-89.0% | $107,525-88.3% | $142,382-91.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 18.65% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,010 | $4,015-49.9% | $3,754-46.4% | $4,299-53.2% |
| Participant deferral / active EE | $2,255 | $5,564-59.5% | $5,116-55.9% | $6,507-65.3% |
| Admin fee / account holder | $977 | $9,860-90.1% | $8,919-89.0% | $12,624-92.3% |