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 10-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 | $35,519 | $58,208-39.0% | $81,812-56.6% | $80,856-56.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.64% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,712 | $2,340-26.8% | $2,912-41.2% | $2,755-37.8% |
| Participant deferral / active EE | $4,301 | $3,281+31.1% | $4,319-0.4% | $4,296+0.1% |
| Admin fee / account holder | $2,341 | $4,981-53.0% | $7,386-68.3% | $6,918-66.2% |