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 | $45,670 | $81,248-43.8% | $155,509-70.6% | $80,856-43.5% |
| Participation rate | 85.1% | 66.2%+18.9pp | 78.2%+6.9pp | 67.6%+17.5pp |
| Annual return | 12.16% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,406 | $3,100-54.6% | $4,672-69.9% | $2,755-48.9% |
| Participant deferral / active EE | $2,971 | $3,452-13.9% | $5,626-47.2% | $4,296-30.8% |
| Admin fee / account holder | $2,143 | $7,997-73.2% | $15,912-86.5% | $6,918-69.0% |