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 | $21,822 | $65,365-66.6% | $92,893-76.5% | $72,985-70.1% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 21.67% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,484 | $2,594-42.8% | $3,653-59.4% | $2,440-39.2% |
| Participant deferral / active EE | $4,367 | $3,128+39.6% | $4,236+3.1% | $3,607+21.1% |
| Admin fee / account holder | $3,626 | $4,251-14.7% | $5,794-37.4% | $5,124-29.2% |