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 | $50,956 | $117,983-56.8% | $101,794-49.9% | $142,382-64.2% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.2%+1.4pp | 80.1%-9.5pp |
| Annual return | 17.23% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,991 | $2,773-28.2% | $2,289-13.0% | $4,299-53.7% |
| Participant deferral / active EE | $2,742 | $4,714-41.8% | $4,084-32.9% | $6,507-57.9% |
| Admin fee / account holder | $1,892 | $10,433-81.9% | $8,777-78.4% | $12,624-85.0% |