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 | $24,392 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 17.12% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,831 | $5,313-65.5% | $4,672-60.8% | $4,660-60.7% |
| Participant deferral / active EE | $5,304 | $6,462-17.9% | $5,626-5.7% | $6,688-20.7% |
| Admin fee / account holder | $841 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |