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 | $39,664 | $109,413-63.7% | $156,263-74.6% | $84,808-53.2% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 17.49% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,261 | $2,907-22.2% | $4,333-47.8% | $2,631-14.1% |
| Participant deferral / active EE | $3,209 | $4,590-30.1% | $6,158-47.9% | $4,212-23.8% |
| Admin fee / account holder | $1,723 | $9,357-81.6% | $14,255-87.9% | $7,344-76.5% |