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 | $36,327 | $179,726-79.8% | $156,263-76.8% | $142,382-74.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 21.41% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,006 | $5,069-21.0% | $4,333-7.5% | $4,299-6.8% |
| Participant deferral / active EE | $8,518 | $6,956+22.5% | $6,158+38.3% | $6,507+30.9% |
| Admin fee / account holder | $562 | $17,272-96.7% | $14,255-96.1% | $12,624-95.5% |