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 | $24,574 | $159,602-84.6% | $150,045-83.6% | $142,382-82.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 19.39% | 70.24%-50.8pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,793 | $4,961-43.7% | $4,693-40.5% | $4,299-35.0% |
| Participant deferral / active EE | $6,525 | $8,310-21.5% | $7,997-18.4% | $6,507+0.3% |
| Admin fee / account holder | $2,315 | $14,846-84.4% | $13,435-82.8% | $12,624-81.7% |