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 | $51,318 | $159,602-67.8% | $150,045-65.8% | $142,382-64.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.22% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,459 | $4,961-70.6% | $4,693-68.9% | $4,299-66.1% |
| Participant deferral / active EE | $7,188 | $8,310-13.5% | $7,997-10.1% | $6,507+10.5% |
| Admin fee / account holder | $440 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |