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 | $42,846 | $177,572-75.9% | $154,803-72.3% | $142,382-69.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.54% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,310 | $4,810-72.8% | $4,305-69.6% | $4,299-69.5% |
| Participant deferral / active EE | $5,615 | $6,272-10.5% | $5,540+1.3% | $6,507-13.7% |
| Admin fee / account holder | $1,199 | $16,786-92.9% | $14,329-91.6% | $12,624-90.5% |