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 | $24,849 | $64,324-61.4% | $118,925-79.1% | $79,858-68.9% |
| Participation rate | 97.2% | 64.9%+32.4pp | 75.4%+21.8pp | 69.6%+27.6pp |
| Annual return | 11.60% | 86.45%-74.8pp | 35.88%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,076 | $1,836+13.1% | $3,263-36.4% | $2,471-16.0% |
| Participant deferral / active EE | $3,520 | $2,824+24.7% | $4,265-17.5% | $3,740-5.9% |
| Admin fee / account holder | $2,079 | $4,040-48.5% | $6,581-68.4% | $5,306-60.8% |