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 | $30,748 | $65,365-53.0% | $92,893-66.9% | $72,985-57.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.46% | 42.10%-25.6pp | 109.41%-93.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,457 | $2,594-43.8% | $3,653-60.1% | $2,440-40.3% |
| Participant deferral / active EE | $1,618 | $3,128-48.3% | $4,236-61.8% | $3,607-55.2% |
| Admin fee / account holder | $2,306 | $4,251-45.8% | $5,794-60.2% | $5,124-55.0% |