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 | $35,961 | $58,208-38.2% | $81,812-56.0% | $80,856-55.5% |
| Participation rate | 91.7% | 63.4%+28.3pp | 72.3%+19.3pp | 67.6%+24.0pp |
| Annual return | 11.79% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,343 | $2,340-42.6% | $2,912-53.9% | $2,755-51.3% |
| Participant deferral / active EE | $2,858 | $3,281-12.9% | $4,319-33.8% | $4,296-33.5% |
| Admin fee / account holder | $1,357 | $4,981-72.8% | $7,386-81.6% | $6,918-80.4% |