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 | $20,357 | $63,703-68.0% | $93,063-78.1% | $82,448-75.3% |
| Participation rate | 79.2% | 63.8%+15.4pp | 72.1%+7.1pp | 68.1%+11.2pp |
| Annual return | 19.88% | -775.43%+795.3pp | 34.15%-14.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,605 | $1,729-7.2% | $2,476-35.2% | $2,551-37.1% |
| Participant deferral / active EE | $2,285 | $2,919-21.7% | $3,958-42.3% | $4,139-44.8% |
| Admin fee / account holder | $3,117 | $5,982-47.9% | $6,033-48.3% | $7,234-56.9% |