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 | $83,491 | $117,983-29.2% | $101,794-18.0% | $142,382-41.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 19.13% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,875 | $2,773+39.8% | $2,289+69.3% | $4,299-9.9% |
| Participant deferral / active EE | $9,190 | $4,714+95.0% | $4,084+125.0% | $6,507+41.2% |
| Admin fee / account holder | $325 | $10,433-96.9% | $8,777-96.3% | $12,624-97.4% |