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 | $55,678 | $61,774-9.9% | $97,226-42.7% | $80,856-31.1% |
| Participation rate | 92.5% | 63.5%+29.0pp | 72.7%+19.8pp | 67.6%+24.9pp |
| Annual return | 12.00% | -557.90%+569.9pp | 75.13%-63.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,066 | $1,837+66.9% | $2,729+12.4% | $2,755+11.3% |
| Participant deferral / active EE | $5,866 | $3,029+93.7% | $4,264+37.6% | $4,296+36.5% |
| Admin fee / account holder | $2,699 | $5,166-47.7% | $5,654-52.3% | $6,918-61.0% |