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 | $31,709 | $58,234-45.5% | $81,783-61.2% | $80,874-60.8% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.4%+1.0pp | 67.6%+5.7pp |
| Annual return | 11.47% | 41.70%-30.2pp | 775.05%-763.6pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,186 | $2,341-49.3% | $2,913-59.3% | $2,756-57.0% |
| Participant deferral / active EE | $2,003 | $3,283-39.0% | $4,320-53.6% | $4,297-53.4% |
| Admin fee / account holder | $1,825 | $4,982-63.4% | $7,380-75.3% | $6,935-73.7% |