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 | $24,570 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 15.55% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,078 | $3,939-47.3% | $3,689-43.7% | $4,156-50.0% |
| Participant deferral / active EE | $4,678 | $5,500-14.9% | $5,072-7.8% | $6,407-27.0% |
| Admin fee / account holder | $1,286 | $9,721-86.8% | $8,859-85.5% | $12,270-89.5% |