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 7-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 | $107,914 | $172,478-37.4% | $145,661-25.9% | $142,382-24.2% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.2%+12.8pp | 80.1%+9.9pp |
| Annual return | 35.96% | 151.09%-115.1pp | 101.46%-65.5pp | 217.08%-181.1pp |
| Employer contribution / active EE | $3,873 | $4,899-20.9% | $4,238-8.6% | $4,299-9.9% |
| Participant deferral / active EE | $5,666 | $8,348-32.1% | $7,198-21.3% | $6,507-12.9% |
| Admin fee / account holder | $417 | $16,864-97.5% | $12,466-96.7% | $12,624-96.7% |