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 | $57,167 | $124,425-54.1% | $112,040-49.0% | $137,256-58.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 22.56% | 24.72%-2.2pp | 24.52%-2.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,538 | $3,411+3.7% | $2,954+19.8% | $4,156-14.9% |
| Participant deferral / active EE | $10,019 | $5,718+75.2% | $5,098+96.5% | $6,407+56.4% |
| Admin fee / account holder | $3,198 | $15,207-79.0% | $12,098-73.6% | $12,270-73.9% |