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 | $40,312 | $163,101-75.3% | $136,749-70.5% | $142,382-71.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.38% | 27.54%-12.2pp | 24.33%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,921 | $4,117-4.8% | $3,400+15.3% | $4,299-8.8% |
| Participant deferral / active EE | $3,388 | $5,585-39.3% | $4,692-27.8% | $6,507-47.9% |
| Admin fee / account holder | $2,376 | $14,318-83.4% | $11,386-79.1% | $12,624-81.2% |