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 | $34,837 | $114,381-69.5% | $107,525-67.6% | $142,382-75.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.70% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,731 | $4,015-32.0% | $3,754-27.2% | $4,299-36.5% |
| Participant deferral / active EE | $4,715 | $5,564-15.3% | $5,116-7.8% | $6,507-27.5% |
| Admin fee / account holder | $4,076 | $9,860-58.7% | $8,919-54.3% | $12,624-67.7% |