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 | $44,232 | $100,773-56.1% | $88,946-50.3% | $142,382-68.9% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 28.98% | 70.18%-41.2pp | 57.82%-28.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,626 | $2,918-10.0% | $2,555+2.8% | $4,299-38.9% |
| Participant deferral / active EE | $8,660 | $5,230+65.6% | $4,581+89.0% | $6,507+33.1% |
| Admin fee / account holder | $326 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |