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 | $19,126 | $148,534-87.1% | $135,903-85.9% | $139,434-86.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 57.23% | 79.19%-22.0pp | 68.23%-11.0pp | 372.94%-315.7pp |
| Employer contribution / active EE | $3,195 | $5,243-39.1% | $4,856-34.2% | $4,751-32.8% |
| Participant deferral / active EE | $4,526 | $8,100-44.1% | $7,758-41.7% | $6,710-32.5% |
| Admin fee / account holder | $1,309 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |