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 | $50,183 | $183,519-72.7% | $155,509-67.7% | $145,922-65.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.89% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,942 | $5,313-44.6% | $4,672-37.0% | $4,660-36.9% |
| Participant deferral / active EE | $3,472 | $6,462-46.3% | $5,626-38.3% | $6,688-48.1% |
| Admin fee / account holder | $565 | $19,313-97.1% | $15,912-96.5% | $13,397-95.8% |