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 | $18,473 | $77,899-76.3% | $149,673-87.7% | $75,163-75.4% |
| Participation rate | 84.4% | 65.6%+18.9pp | 78.8%+5.7pp | 67.2%+17.3pp |
| Annual return | 14.46% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $551 | $3,137-82.4% | $4,818-88.6% | $2,670-79.4% |
| Participant deferral / active EE | $1,671 | $3,411-51.0% | $5,680-70.6% | $4,125-59.5% |
| Admin fee / account holder | $1,390 | $5,956-76.7% | $13,210-89.5% | $5,651-75.4% |