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 | $23,897 | $95,416-75.0% | $185,823-87.1% | $85,850-72.2% |
| Participation rate | 94.3% | 68.8%+25.6pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 26.18% | 23.59%+2.6pp | 122.05%-95.9pp | 318.53%-292.4pp |
| Employer contribution / active EE | $2,421 | $3,314-26.9% | $5,167-53.2% | $2,565-5.6% |
| Participant deferral / active EE | $2,278 | $3,423-33.5% | $5,568-59.1% | $3,952-42.3% |
| Admin fee / account holder | $5,343 | $7,213-25.9% | $16,237-67.1% | $6,260-14.6% |