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 | $8,699 | $100,773-91.4% | $88,946-90.2% | $142,382-93.9% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 21.77% | 70.18%-48.4pp | 57.82%-36.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,496 | $2,918-48.7% | $2,555-41.5% | $4,299-65.2% |
| Participant deferral / active EE | $1,896 | $5,230-63.8% | $4,581-58.6% | $6,507-70.9% |
| Admin fee / account holder | $631 | $9,693-93.5% | $8,261-92.4% | $12,624-95.0% |