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 | $154,666 | $159,602-3.1% | $150,045+3.1% | $142,382+8.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.53% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,748 | $4,961-64.8% | $4,693-62.8% | $4,299-59.3% |
| Participant deferral / active EE | $5,173 | $8,310-37.8% | $7,997-35.3% | $6,507-20.5% |
| Admin fee / account holder | $9,560 | $14,846-35.6% | $13,435-28.8% | $12,624-24.3% |