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 | $31,825 | $91,037-65.0% | $71,671-55.6% | $147,584-78.4% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 20.41% | 20.48%-0.1pp | 20.65%-0.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,973 | $3,327+19.4% | $2,460+61.5% | $4,876-18.5% |
| Participant deferral / active EE | $3,298 | $4,498-26.7% | $3,438-4.1% | $5,439-39.4% |
| Admin fee / account holder | $3,090 | $8,613-64.1% | $5,558-44.4% | $10,885-71.6% |