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 | $47,224 | $117,983-60.0% | $101,794-53.6% | $142,382-66.8% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.2%+26.3pp | 80.1%+15.3pp |
| Annual return | 23.99% | 36.92%-12.9pp | 30.53%-6.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,478 | $2,773-46.7% | $2,289-35.4% | $4,299-65.6% |
| Participant deferral / active EE | $2,797 | $4,714-40.7% | $4,084-31.5% | $6,507-57.0% |
| Admin fee / account holder | $1,613 | $10,433-84.5% | $8,777-81.6% | $12,624-87.2% |