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 | $62,827 | $148,534-57.7% | $135,903-53.8% | $139,434-54.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 53.64% | 79.19%-25.5pp | 68.23%-14.6pp | 372.94%-319.3pp |
| Employer contribution / active EE | $7,831 | $5,243+49.4% | $4,856+61.3% | $4,751+64.8% |
| Participant deferral / active EE | $19,503 | $8,100+140.8% | $7,758+151.4% | $6,710+190.6% |
| Admin fee / account holder | $322 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |