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 | $43,859 | $159,602-72.5% | $150,045-70.8% | $142,382-69.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.06% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,882 | $4,961-41.9% | $4,693-38.6% | $4,299-33.0% |
| Participant deferral / active EE | $5,043 | $8,310-39.3% | $7,997-36.9% | $6,507-22.5% |
| Admin fee / account holder | $7,165 | $14,846-51.7% | $13,435-46.7% | $12,624-43.2% |