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 | $23,873 | $85,202-72.0% | $172,739-86.2% | $72,985-67.3% |
| Participation rate | 84.3% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.8pp |
| Annual return | 38.10% | 27.32%+10.8pp | 802.84%-764.7pp | 81.00%-42.9pp |
| Employer contribution / active EE | $2,067 | $3,324-37.8% | $5,143-59.8% | $2,440-15.3% |
| Participant deferral / active EE | $4,515 | $3,260+38.5% | $5,198-13.1% | $3,607+25.2% |
| Admin fee / account holder | $1,954 | $5,884-66.8% | $13,954-86.0% | $5,124-61.9% |