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 | $23,284 | $57,541-59.5% | $95,745-75.7% | $75,163-69.0% |
| Participation rate | 84.8% | 62.5%+22.3pp | 72.3%+12.5pp | 67.2%+17.6pp |
| Annual return | 14.63% | 34.93%-20.3pp | 28.35%-13.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,353 | $1,808+140.8% | $2,835+53.6% | $2,670+63.1% |
| Participant deferral / active EE | $2,811 | $3,074-8.5% | $4,245-33.8% | $4,125-31.8% |
| Admin fee / account holder | $990 | $4,099-75.8% | $5,678-82.6% | $5,651-82.5% |