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 | $14,404 | $53,822-73.2% | $75,696-81.0% | $85,850-83.2% |
| Participation rate | 88.0% | 69.1%+18.9pp | 74.8%+13.2pp | 69.3%+18.7pp |
| Annual return | 28.92% | 24.54%+4.4pp | 104.53%-75.6pp | 318.53%-289.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,687 | $2,895-41.7% | $3,821-55.9% | $3,952-57.3% |
| Admin fee / account holder | $1,588 | $3,343-52.5% | $3,619-56.1% | $6,260-74.6% |