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 | $27,738 | $70,428-60.6% | $96,562-71.3% | $85,850-67.7% |
| Participation rate | 78.7% | 61.8%+16.9pp | 69.8%+8.9pp | 69.3%+9.4pp |
| Annual return | 16.47% | 18.59%-2.1pp | 37.78%-21.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,389 | $1,413+69.1% | $2,356+1.4% | $2,565-6.9% |
| Participant deferral / active EE | $3,073 | $2,894+6.2% | $3,849-20.2% | $3,952-22.2% |
| Admin fee / account holder | $4,783 | $4,997-4.3% | $6,181-22.6% | $6,260-23.6% |