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 | $11,798 | $72,071-83.6% | $68,368-82.7% | $137,256-91.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 16.32% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,773 | $2,788-36.4% | $2,649-33.1% | $4,156-57.3% |
| Participant deferral / active EE | $1,476 | $4,410-66.5% | $4,123-64.2% | $6,407-77.0% |
| Admin fee / account holder | $7,319 | $5,336+37.2% | $5,150+42.1% | $12,270-40.4% |