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 | $65,811 | $172,111-61.8% | $150,298-56.2% | $137,256-52.1% |
| Participation rate | 73.9% | 81.7%-7.8pp | 77.8%-3.8pp | 80.0%-6.0pp |
| Annual return | 18.74% | 69.37%-50.6pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $8,029 | $4,636+73.2% | $4,154+93.3% | $4,156+93.2% |
| Participant deferral / active EE | $7,844 | $6,166+27.2% | $5,453+43.8% | $6,407+22.4% |
| Admin fee / account holder | $1,158 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |