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 | $39,316 | $65,041-39.6% | $90,951-56.8% | $79,858-50.8% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.0%+27.9pp | 69.6%+27.2pp |
| Annual return | 19.68% | 30.45%-10.8pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,241 | $1,247+79.6% | $2,122+5.6% | $2,471-9.3% |
| Participant deferral / active EE | $1,864 | $2,512-25.8% | $3,373-44.7% | $3,740-50.2% |
| Admin fee / account holder | $1,719 | $4,536-62.1% | $5,959-71.1% | $5,306-67.6% |