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 | $19,920 | $80,812-75.3% | $160,784-87.6% | $82,448-75.8% |
| Participation rate | 83.3% | 66.2%+17.1pp | 77.0%+6.4pp | 68.1%+15.3pp |
| Annual return | 13.55% | 100.59%-87.0pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,393 | $2,174-35.9% | $3,733-62.7% | $2,551-45.4% |
| Participant deferral / active EE | $2,310 | $4,335-46.7% | $6,293-63.3% | $4,139-44.2% |
| Admin fee / account holder | $509 | $7,695-93.4% | $9,717-94.8% | $7,234-93.0% |