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 | $64,866 | $159,901-59.4% | $146,958-55.9% | $145,922-55.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,829 | $5,286-46.5% | $4,933-42.7% | $4,660-39.3% |
| Participant deferral / active EE | $6,116 | $8,428-27.4% | $8,070-24.2% | $6,688-8.6% |
| Admin fee / account holder | $1,200 | $15,044-92.0% | $12,998-90.8% | $13,397-91.0% |