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 | $22,512 | $104,974-78.6% | $95,585-76.4% | $142,382-84.2% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 22.86% | 210.33%-187.5pp | 38.56%-15.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,892 | $2,779+4.1% | $2,527+14.5% | $4,299-32.7% |
| Participant deferral / active EE | $2,928 | $4,352-32.7% | $4,023-27.2% | $6,507-55.0% |
| Admin fee / account holder | $2,294 | $6,386-64.1% | $6,127-62.6% | $12,624-81.8% |