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 | $24,149 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 28.72% | 166.71%-138.0pp | 134.42%-105.7pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,568 | $5,474-53.1% | $4,818-46.7% | $4,751-45.9% |
| Participant deferral / active EE | $6,516 | $6,5190% | $5,680+14.7% | $6,710-2.9% |
| Admin fee / account holder | $344 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |