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 | $46,838 | $87,733-46.6% | $106,548-56.0% | $85,850-45.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.05% | 21.86%-8.8pp | 26.80%-13.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,723 | $2,073-16.9% | $2,819-38.9% | $2,565-32.8% |
| Participant deferral / active EE | $2,294 | $3,469-33.9% | $4,398-47.8% | $3,952-42.0% |
| Admin fee / account holder | $2,166 | $6,767-68.0% | $7,407-70.8% | $6,260-65.4% |