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 | $19,466 | $100,970-80.7% | $96,576-79.8% | $137,256-85.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 18.66% | 38.16%-19.5pp | 38.47%-19.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,663 | $3,809-30.1% | $3,553-25.1% | $4,156-35.9% |
| Participant deferral / active EE | $3,431 | $8,286-58.6% | $7,956-56.9% | $6,407-46.5% |
| Admin fee / account holder | $777 | $11,312-93.1% | $11,381-93.2% | $12,270-93.7% |