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 | $43,024 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 18.25% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,327 | $4,636-49.8% | $4,154-44.0% | $4,156-44.0% |
| Participant deferral / active EE | $2,746 | $6,166-55.5% | $5,453-49.6% | $6,407-57.1% |
| Admin fee / account holder | $2,413 | $16,471-85.3% | $14,116-82.9% | $12,270-80.3% |