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 | $24,540 | $159,934-84.7% | $147,005-83.3% | $145,959-83.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 13.98% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,260 | $5,287-38.3% | $4,934-33.9% | $4,661-30.1% |
| Participant deferral / active EE | $5,140 | $8,427-39.0% | $8,070-36.3% | $6,689-23.1% |
| Admin fee / account holder | $660 | $15,053-95.6% | $13,006-94.9% | $13,398-95.1% |