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 3-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 | $30,307 | $106,584-71.6% | $101,326-70.1% | $142,382-78.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 30.97% | 36.93%-6.0pp | 36.82%-5.8pp | 217.08%-186.1pp |
| Employer contribution / active EE | $7,053 | $3,956+78.3% | $3,665+92.4% | $4,299+64.1% |
| Participant deferral / active EE | $7,501 | $8,297-9.6% | $7,994-6.2% | $6,507+15.3% |
| Admin fee / account holder | $855 | $11,446-92.5% | $11,185-92.4% | $12,624-93.2% |