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 | $19,615 | $52,279-62.5% | $89,391-78.1% | $79,858-75.4% |
| Participation rate | 87.0% | 57.5%+29.4pp | 68.0%+19.0pp | 69.6%+17.3pp |
| Annual return | 16.00% | 22.16%-6.2pp | 245.62%-229.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,383 | $1,572-12.0% | $2,586-46.5% | $2,471-44.0% |
| Participant deferral / active EE | $1,890 | $2,740-31.0% | $3,890-51.4% | $3,740-49.5% |
| Admin fee / account holder | $1,143 | $3,356-66.0% | $4,881-76.6% | $5,306-78.5% |