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 | $43,084 | $72,492-40.6% | $87,100-50.5% | $72,985-41.0% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 22.19% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $772 | $1,894-59.2% | $2,521-69.4% | $2,440-68.4% |
| Participant deferral / active EE | $3,171 | $3,270-3.0% | $4,049-21.7% | $3,607-12.1% |
| Admin fee / account holder | $2,177 | $5,055-56.9% | $7,497-71.0% | $5,124-57.5% |