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 6-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 | $31,500 | $89,753-64.9% | $107,525-70.7% | $84,808-62.9% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 18.37% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,153 | $3,113-30.8% | $3,754-42.6% | $2,631-18.2% |
| Participant deferral / active EE | $3,026 | $4,056-25.4% | $5,116-40.8% | $4,212-28.1% |
| Admin fee / account holder | $453 | $7,222-93.7% | $8,919-94.9% | $7,344-93.8% |