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 | $60,239 | $209,336-71.2% | $197,124-69.4% | $137,256-56.1% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 19.95% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,548 | $6,591-76.5% | $6,227-75.1% | $4,156-62.8% |
| Participant deferral / active EE | $4,377 | $9,614-54.5% | $9,135-52.1% | $6,407-31.7% |
| Admin fee / account holder | $841 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |