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 | $30,754 | $80,968-62.0% | $96,544-68.1% | $75,163-59.1% |
| Participation rate | 91.8% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.6pp |
| Annual return | 17.30% | 27.06%-9.8pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,153 | $2,282-49.5% | $2,965-61.1% | $2,670-56.8% |
| Participant deferral / active EE | $3,431 | $3,928-12.7% | $4,851-29.3% | $4,125-16.8% |
| Admin fee / account holder | $1,000 | $6,724-85.1% | $8,252-87.9% | $5,651-82.3% |