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 | $59,310 | $177,572-66.6% | $154,803-61.7% | $142,382-58.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 21.64% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $7,896 | $4,810+64.1% | $4,305+83.4% | $4,299+83.7% |
| Participant deferral / active EE | $4,165 | $6,272-33.6% | $5,540-24.8% | $6,507-36.0% |
| Admin fee / account holder | $332 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |