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 | $54,612 | $177,572-69.2% | $154,803-64.7% | $142,382-61.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 25.60% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,764 | $4,810-63.3% | $4,305-59.0% | $4,299-59.0% |
| Participant deferral / active EE | $6,030 | $6,272-3.9% | $5,540+8.8% | $6,507-7.3% |
| Admin fee / account holder | $2,870 | $16,786-82.9% | $14,329-80.0% | $12,624-77.3% |