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 | $33,768 | $114,381-70.5% | $107,525-68.6% | $142,382-76.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.53% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,499 | $4,015-62.7% | $3,754-60.1% | $4,299-65.1% |
| Participant deferral / active EE | $4,705 | $5,564-15.4% | $5,116-8.0% | $6,507-27.7% |
| Admin fee / account holder | $3,492 | $9,860-64.6% | $8,919-60.8% | $12,624-72.3% |