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 | $54,340 | $72,177-24.7% | $115,037-52.8% | $59,632-8.9% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | -0.10% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,331 | $2,841-18.0% | $4,608-49.4% | $2,203+5.8% |
| Participant deferral / active EE | $3,139 | $4,783-34.4% | $6,026-47.9% | $3,192-1.6% |
| Admin fee / account holder | $1,371 | $4,927-72.2% | $8,175-83.2% | $4,297-68.1% |