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 | $25,424 | $109,904-76.9% | $97,167-73.8% | $145,959-82.6% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 22.66% | 243.43%-220.8pp | 75.27%-52.6pp | 561.95%-539.3pp |
| Employer contribution / active EE | $1,694 | $3,084-45.1% | $2,729-37.9% | $4,661-63.7% |
| Participant deferral / active EE | $4,020 | $4,676-14.0% | $4,264-5.7% | $6,689-39.9% |
| Admin fee / account holder | $440 | $6,216-92.9% | $5,650-92.2% | $13,398-96.7% |