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 | $123,574 | $148,534-16.8% | $135,903-9.1% | $139,434-11.4% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 15.79% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,265 | $5,243-75.9% | $4,856-73.9% | $4,751-73.4% |
| Participant deferral / active EE | $5,479 | $8,100-32.4% | $7,758-29.4% | $6,710-18.3% |
| Admin fee / account holder | $11,169 | $12,400-9.9% | $10,762+3.8% | $11,403-2.0% |