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 | $43,125 | $99,985-56.9% | $146,665-70.6% | $85,850-49.8% |
| Participation rate | 82.8% | 73.1%+9.7pp | 80.1%+2.7pp | 69.3%+13.4pp |
| Annual return | 13.75% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $782 | $2,559-69.4% | $4,136-81.1% | $2,565-69.5% |
| Participant deferral / active EE | $3,379 | $4,006-15.6% | $5,506-38.6% | $3,952-14.5% |
| Admin fee / account holder | $3,718 | $7,702-51.7% | $10,280-63.8% | $6,260-40.6% |