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 | $52,961 | $106,584-50.3% | $101,326-47.7% | $142,382-62.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 16.44% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,397 | $3,956-14.1% | $3,665-7.3% | $4,299-21.0% |
| Participant deferral / active EE | $10,011 | $8,297+20.7% | $7,994+25.2% | $6,507+53.8% |
| Admin fee / account holder | $809 | $11,446-92.9% | $11,185-92.8% | $12,624-93.6% |