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 8-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 | $29,186 | $105,126-72.2% | $94,646-69.2% | $139,434-79.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 20.09% | 38.03%-17.9pp | 156.71%-136.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,558 | $4,106-62.0% | $3,672-57.6% | $4,751-67.2% |
| Participant deferral / active EE | $4,214 | $7,599-44.5% | $7,418-43.2% | $6,710-37.2% |
| Admin fee / account holder | $1,245 | $8,984-86.1% | $7,231-82.8% | $11,403-89.1% |