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 | $29,141 | $77,899-62.6% | $149,673-80.5% | $75,163-61.2% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.4pp | 67.2%+26.9pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,902 | $3,137+56.2% | $4,818+1.7% | $2,670+83.6% |
| Participant deferral / active EE | $1,461 | $3,411-57.2% | $5,680-74.3% | $4,125-64.6% |
| Admin fee / account holder | $1,961 | $5,956-67.1% | $13,210-85.2% | $5,651-65.3% |