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 | $54,209 | $158,398-65.8% | $126,539-57.2% | $142,382-61.9% |
| Participation rate | 88.2% | 75.8%+12.4pp | 69.8%+18.4pp | 80.1%+8.1pp |
| Annual return | 19.50% | 593.76%-574.3pp | 425.95%-406.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,245 | $4,650+12.8% | $3,674+42.8% | $4,299+22.0% |
| Participant deferral / active EE | $7,358 | $4,767+54.4% | $4,083+80.2% | $6,507+13.1% |
| Admin fee / account holder | $701 | $6,918-89.9% | $6,065-88.4% | $12,624-94.4% |