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 | $48,719 | $114,381-57.4% | $107,525-54.7% | $142,382-65.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.29% | 242.71%-212.4pp | 181.32%-151.0pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,976 | $4,015-25.9% | $3,754-20.7% | $4,299-30.8% |
| Participant deferral / active EE | $7,692 | $5,564+38.2% | $5,116+50.4% | $6,507+18.2% |
| Admin fee / account holder | $448 | $9,860-95.5% | $8,919-95.0% | $12,624-96.5% |