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 | $41,918 | $106,515-60.6% | $96,683-56.6% | $139,434-69.9% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 19.33% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,319 | $4,103-43.5% | $3,737-37.9% | $4,751-51.2% |
| Participant deferral / active EE | $4,158 | $5,454-23.8% | $4,878-14.8% | $6,710-38.0% |
| Admin fee / account holder | $3,597 | $7,877-54.3% | $6,730-46.6% | $11,403-68.5% |