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 5-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 | $20,999 | $100,773-79.2% | $88,946-76.4% | $142,382-85.3% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 23.93% | 70.18%-46.2pp | 57.82%-33.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,602 | $2,918-45.1% | $2,555-37.3% | $4,299-62.7% |
| Participant deferral / active EE | $5,926 | $5,230+13.3% | $4,581+29.3% | $6,507-8.9% |
| Admin fee / account holder | $625 | $9,693-93.6% | $8,261-92.4% | $12,624-95.0% |