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 | $19,251 | $148,534-87.0% | $135,903-85.8% | $139,434-86.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 31.13% | 79.19%-48.1pp | 68.23%-37.1pp | 372.94%-341.8pp |
| Employer contribution / active EE | $4,952 | $5,243-5.6% | $4,856+2.0% | $4,751+4.2% |
| Participant deferral / active EE | $8,036 | $8,100-0.8% | $7,758+3.6% | $6,710+19.8% |
| Admin fee / account holder | $302 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |