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 | $20,047 | $91,190-78.0% | $178,490-88.8% | $79,858-74.9% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 21.50% | 24.19%-2.7pp | 151.07%-129.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,919 | $3,256-41.1% | $5,011-61.7% | $2,471-22.3% |
| Participant deferral / active EE | $3,941 | $3,236+21.8% | $5,202-24.2% | $3,740+5.4% |
| Admin fee / account holder | $1,062 | $6,751-84.3% | $13,984-92.4% | $5,306-80.0% |