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 3-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 | $21,292 | $159,901-86.7% | $146,958-85.5% | $145,922-85.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.41% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,047 | $5,286-42.4% | $4,933-38.2% | $4,660-34.6% |
| Participant deferral / active EE | $9,132 | $8,428+8.3% | $8,070+13.2% | $6,688+36.5% |
| Admin fee / account holder | $6,149 | $15,044-59.1% | $12,998-52.7% | $13,397-54.1% |