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 | $37,728 | $97,744-61.4% | $103,476-63.5% | $145,922-74.1% |
| Participation rate | 77.8% | 81.1%-3.3pp | 80.5%-2.7pp | 80.3%-2.5pp |
| Annual return | 14.09% | 25.41%-11.3pp | 23.90%-9.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,542 | $4,677-45.6% | $4,672-45.6% | $4,660-45.4% |
| Participant deferral / active EE | $4,026 | $6,603-39.0% | $6,623-39.2% | $6,688-39.8% |
| Admin fee / account holder | $1,060 | $12,515-91.5% | $9,413-88.7% | $13,397-92.1% |