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 | $24,085 | $65,365-63.2% | $92,893-74.1% | $72,985-67.0% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 23.02% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,060 | $2,594-20.6% | $3,653-43.6% | $2,440-15.6% |
| Participant deferral / active EE | $3,544 | $3,128+13.3% | $4,236-16.3% | $3,607-1.8% |
| Admin fee / account holder | $497 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |