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 | $39,477 | $74,888-47.3% | $71,209-44.6% | $142,382-72.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 16.01% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,439 | $2,854-14.6% | $2,721-10.4% | $4,299-43.3% |
| Participant deferral / active EE | $3,129 | $4,454-29.8% | $4,175-25.1% | $6,507-51.9% |
| Admin fee / account holder | $881 | $5,568-84.2% | $5,349-83.5% | $12,624-93.0% |