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 | $46,383 | $86,286-46.2% | $111,297-58.3% | $85,850-46.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 15.46% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,490 | $2,043-27.1% | $2,731-45.4% | $2,565-41.9% |
| Participant deferral / active EE | $2,843 | $3,641-21.9% | $4,487-36.6% | $3,952-28.1% |
| Admin fee / account holder | $1,288 | $8,188-84.3% | $7,964-83.8% | $6,260-79.4% |