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 | $26,096 | $114,381-77.2% | $107,525-75.7% | $142,382-81.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.52% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,519 | $4,015-62.2% | $3,754-59.5% | $4,299-64.7% |
| Participant deferral / active EE | $2,613 | $5,564-53.0% | $5,116-48.9% | $6,507-59.8% |
| Admin fee / account holder | $2,826 | $9,860-71.3% | $8,919-68.3% | $12,624-77.6% |