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 | $28,981 | $106,515-72.8% | $96,683-70.0% | $139,434-79.2% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 22.48% | 38.43%-15.9pp | 35.69%-13.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,993 | $4,103-2.7% | $3,737+6.9% | $4,751-15.9% |
| Participant deferral / active EE | $8,580 | $5,454+57.3% | $4,878+75.9% | $6,710+27.9% |
| Admin fee / account holder | $1,489 | $7,877-81.1% | $6,730-77.9% | $11,403-86.9% |