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 | $22,771 | $73,933-69.2% | $96,683-76.4% | $75,163-69.7% |
| Participation rate | 80.5% | 66.4%+14.1pp | 74.3%+6.1pp | 67.2%+13.3pp |
| Annual return | 17.39% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,915 | $2,928-34.6% | $3,737-48.7% | $2,670-28.3% |
| Participant deferral / active EE | $3,053 | $3,659-16.6% | $4,878-37.4% | $4,125-26.0% |
| Admin fee / account holder | $3,569 | $5,216-31.6% | $6,730-47.0% | $5,651-36.8% |