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 4-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 | $17,991 | $72,071-75.0% | $68,368-73.7% | $137,256-86.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 21.40% | 353.14%-331.7pp | 292.57%-271.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,682 | $2,788-39.7% | $2,649-36.5% | $4,156-59.5% |
| Participant deferral / active EE | $3,499 | $4,410-20.7% | $4,123-15.1% | $6,407-45.4% |
| Admin fee / account holder | $449 | $5,336-91.6% | $5,150-91.3% | $12,270-96.3% |