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 | $19,903 | $117,983-83.1% | $101,794-80.4% | $142,382-86.0% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 19.90% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,429 | $2,773-48.5% | $2,289-37.6% | $4,299-66.8% |
| Participant deferral / active EE | $1,605 | $4,714-65.9% | $4,084-60.7% | $6,507-75.3% |
| Admin fee / account holder | $930 | $10,433-91.1% | $8,777-89.4% | $12,624-92.6% |