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 | $23,348 | $84,233-72.3% | $170,442-86.3% | $70,131-66.7% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 27.51% | 23.06%+4.4pp | 205.93%-178.4pp | 73.14%-45.6pp |
| Employer contribution / active EE | $1,309 | $3,387-61.4% | $5,433-75.9% | $2,342-44.1% |
| Participant deferral / active EE | $1,975 | $3,086-36.0% | $4,939-60.0% | $3,332-40.7% |
| Admin fee / account holder | $1,711 | $5,698-70.0% | $13,880-87.7% | $4,645-63.2% |