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 | $36,927 | $58,828-37.2% | $77,999-52.7% | $62,891-41.3% |
| Participation rate | 87.1% | 71.1%+16.0pp | 75.5%+11.6pp | 69.3%+17.8pp |
| Annual return | 7.66% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,138 | $2,686-20.4% | $3,497-38.8% | $3,203-33.2% |
| Admin fee / account holder | $1,853 | $4,393-57.8% | $5,480-66.2% | $4,296-56.9% |