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 | $22,919 | $77,899-70.6% | $149,673-84.7% | $75,163-69.5% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 13.94% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,389 | $3,137-23.9% | $4,818-50.4% | $2,670-10.5% |
| Participant deferral / active EE | $1,280 | $3,411-62.5% | $5,680-77.5% | $4,125-69.0% |
| Admin fee / account holder | $2,633 | $5,956-55.8% | $13,210-80.1% | $5,651-53.4% |