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 | $4,751 | $74,888-93.7% | $71,209-93.3% | $142,382-96.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 18.26% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $870 | $2,854-69.5% | $2,721-68.0% | $4,299-79.8% |
| Participant deferral / active EE | $1,477 | $4,454-66.9% | $4,175-64.6% | $6,507-77.3% |
| Admin fee / account holder | $945 | $5,568-83.0% | $5,349-82.3% | $12,624-92.5% |