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 6-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 | $39,911 | $177,572-77.5% | $154,803-74.2% | $142,382-72.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 23.10% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,880 | $4,810-40.1% | $4,305-33.1% | $4,299-33.0% |
| Participant deferral / active EE | $3,600 | $6,272-42.6% | $5,540-35.0% | $6,507-44.7% |
| Admin fee / account holder | $764 | $16,786-95.4% | $14,329-94.7% | $12,624-93.9% |