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 | $21,893 | $81,248-73.1% | $155,509-85.9% | $80,856-72.9% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.7pp | 67.6%+26.3pp |
| Annual return | 33.16% | 33.31%-0.1pp | 64.67%-31.5pp | 35.59%-2.4pp |
| Employer contribution / active EE | $1,142 | $3,100-63.1% | $4,672-75.5% | $2,755-58.5% |
| Participant deferral / active EE | $6,452 | $3,452+86.9% | $5,626+14.7% | $4,296+50.2% |
| Admin fee / account holder | $677 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |