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 | $47,502 | $214,378-77.8% | $200,582-76.3% | $142,382-66.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.68% | 46.41%-15.7pp | 42.33%-11.7pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,842 | $6,841-58.5% | $6,419-55.7% | $4,299-33.9% |
| Participant deferral / active EE | $7,661 | $9,865-22.3% | $9,331-17.9% | $6,507+17.7% |
| Admin fee / account holder | $2,786 | $17,692-84.3% | $16,305-82.9% | $12,624-77.9% |