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 | $20,164 | $68,547-70.6% | $120,354-83.2% | $80,856-75.1% |
| Participation rate | 70.1% | 61.6%+8.5pp | 71.9%-1.8pp | 67.6%+2.5pp |
| Annual return | 13.03% | 23.60%-10.6pp | 107.15%-94.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $816 | $2,051-60.2% | $3,463-76.4% | $2,755-70.4% |
| Participant deferral / active EE | $2,103 | $3,173-33.7% | $4,991-57.9% | $4,296-51.0% |
| Admin fee / account holder | $996 | $5,732-82.6% | $9,423-89.4% | $6,918-85.6% |