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 3-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 | $34,329 | $214,378-84.0% | $200,582-82.9% | $142,382-75.9% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 19.91% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,749 | $6,841-74.4% | $6,419-72.7% | $4,299-59.3% |
| Participant deferral / active EE | $4,863 | $9,865-50.7% | $9,331-47.9% | $6,507-25.3% |
| Admin fee / account holder | $2,443 | $17,692-86.2% | $16,305-85.0% | $12,624-80.6% |