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 | $45,799 | $81,208-43.6% | $98,907-53.7% | $79,858-42.6% |
| Participation rate | 80.8% | 72.5%+8.3pp | 76.0%+4.8pp | 69.6%+11.2pp |
| Annual return | 13.86% | 60.99%-47.1pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,342 | $3,265-28.3% | $4,244-44.8% | $3,740-37.4% |
| Admin fee / account holder | $1,693 | $6,013-71.8% | $6,642-74.5% | $5,306-68.1% |