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 | $34,301 | $159,901-78.5% | $146,958-76.7% | $145,922-76.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.98% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,212 | $5,286-39.2% | $4,933-34.9% | $4,660-31.1% |
| Participant deferral / active EE | $7,677 | $8,428-8.9% | $8,070-4.9% | $6,688+14.8% |
| Admin fee / account holder | $2,786 | $15,044-81.5% | $12,998-78.6% | $13,397-79.2% |