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 | $23,198 | $65,561-64.6% | $86,188-73.1% | $75,163-69.1% |
| Participation rate | 70.4% | 60.5%+9.9pp | 69.0%+1.4pp | 67.2%+3.2pp |
| Annual return | 31.21% | 46.05%-14.8pp | 1168.45%-1137.2pp | 160.62%-129.4pp |
| Employer contribution / active EE | $1,098 | $1,553-29.3% | $2,380-53.9% | $2,670-58.9% |
| Participant deferral / active EE | $1,482 | $3,024-51.0% | $3,985-62.8% | $4,125-64.1% |
| Admin fee / account holder | $2,956 | $5,474-46.0% | $6,852-56.9% | $5,651-47.7% |