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 | $40,583 | $72,277-43.9% | $101,248-59.9% | $79,858-49.2% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 15.90% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,203 | $2,692-55.3% | $3,660-67.1% | $2,471-51.3% |
| Participant deferral / active EE | $1,538 | $3,282-53.1% | $4,370-64.8% | $3,740-58.9% |
| Admin fee / account holder | $4,372 | $4,400-0.6% | $5,945-26.5% | $5,306-17.6% |