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 | $5,963 | $158,398-96.2% | $126,539-95.3% | $142,382-95.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 11.14% | 593.76%-582.6pp | 425.95%-414.8pp | 217.08%-205.9pp |
| Employer contribution / active EE | $895 | $4,650-80.8% | $3,674-75.6% | $4,299-79.2% |
| Participant deferral / active EE | $1,204 | $4,767-74.7% | $4,083-70.5% | $6,507-81.5% |
| Admin fee / account holder | $4,375 | $6,918-36.8% | $6,065-27.9% | $12,624-65.3% |