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 | $32,199 | $159,602-79.8% | $150,045-78.5% | $142,382-77.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 21.22% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,275 | $4,961-34.0% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $7,263 | $8,310-12.6% | $7,997-9.2% | $6,507+11.6% |
| Admin fee / account holder | $7,162 | $14,846-51.8% | $13,435-46.7% | $12,624-43.3% |