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 | $29,348 | $100,773-70.9% | $88,946-67.0% | $142,382-79.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 39.46% | 70.18%-30.7pp | 57.82%-18.4pp | 217.08%-177.6pp |
| Employer contribution / active EE | $1,948 | $2,918-33.2% | $2,555-23.8% | $4,299-54.7% |
| Participant deferral / active EE | $2,184 | $5,230-58.2% | $4,581-52.3% | $6,507-66.4% |
| Admin fee / account holder | $1,066 | $9,693-89.0% | $8,261-87.1% | $12,624-91.6% |