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 | $15,830 | $85,202-81.4% | $172,739-90.8% | $72,985-78.3% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 16.08% | 27.32%-11.2pp | 802.84%-786.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $3,822 | $3,324+15.0% | $5,143-25.7% | $2,440+56.6% |
| Participant deferral / active EE | $1,359 | $3,260-58.3% | $5,198-73.9% | $3,607-62.3% |
| Admin fee / account holder | $478 | $5,884-91.9% | $13,954-96.6% | $5,124-90.7% |