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 | $69,149 | $126,574-45.4% | $106,213-34.9% | $145,922-52.6% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 12.67% | 224.79%-212.1pp | 116.14%-103.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $8,391 | $3,730+124.9% | $3,171+164.6% | $4,660+80.1% |
| Participant deferral / active EE | $9,786 | $5,724+71.0% | $5,016+95.1% | $6,688+46.3% |
| Admin fee / account holder | $627 | $17,304-96.4% | $11,033-94.3% | $13,397-95.3% |