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 | $51,979 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 21.92% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,712 | $4,810-43.6% | $4,305-37.0% | $4,299-36.9% |
| Participant deferral / active EE | $5,303 | $6,272-15.4% | $5,540-4.3% | $6,507-18.5% |
| Admin fee / account holder | $391 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |