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 | $39,839 | $111,754-64.4% | $103,333-61.4% | $145,922-72.7% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 12.04% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $12,839 | $4,212+204.8% | $3,868+231.9% | $4,660+175.5% |
| Participant deferral / active EE | $5,754 | $5,619+2.4% | $5,057+13.8% | $6,688-14.0% |
| Admin fee / account holder | $1,884 | $9,750-80.7% | $8,355-77.5% | $13,397-85.9% |