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 | $26,878 | $72,177-62.8% | $115,037-76.6% | $59,632-54.9% |
| Participation rate | 97.3% | 72.6%+24.7pp | 81.4%+15.9pp | 68.7%+28.6pp |
| Annual return | 0.97% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $5,543 | $2,841+95.1% | $4,608+20.3% | $2,203+151.6% |
| Participant deferral / active EE | $7,073 | $4,783+47.9% | $6,026+17.4% | $3,192+121.6% |
| Admin fee / account holder | $2,988 | $4,927-39.4% | $8,175-63.5% | $4,297-30.5% |