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 | $56,794 | $100,773-43.6% | $88,946-36.1% | $142,382-60.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 14.65% | 70.18%-55.5pp | 57.82%-43.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,987 | $2,918+70.9% | $2,555+95.2% | $4,299+16.0% |
| Participant deferral / active EE | $10,671 | $5,230+104.0% | $4,581+132.9% | $6,507+64.0% |
| Admin fee / account holder | $737 | $9,693-92.4% | $8,261-91.1% | $12,624-94.2% |