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 | $57,091 | $72,177-20.9% | $115,037-50.4% | $59,632-4.3% |
| Participation rate | 88.2% | 72.6%+15.7pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | -1.21% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $4,869 | $2,841+71.4% | $4,608+5.7% | $2,203+121.1% |
| Participant deferral / active EE | $7,204 | $4,783+50.6% | $6,026+19.5% | $3,192+125.7% |
| Admin fee / account holder | $17,652 | $4,927+258.3% | $8,175+115.9% | $4,297+310.8% |