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 | $24,324 | $69,207-64.9% | $64,056-62.0% | $139,434-82.6% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 10.37% | 45.88%-35.5pp | 33.69%-23.3pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,182 | $3,182-62.9% | $2,747-57.0% | $4,751-75.1% |
| Participant deferral / active EE | $4,109 | $4,682-12.2% | $3,880+5.9% | $6,710-38.8% |
| Admin fee / account holder | $516 | $4,244-87.8% | $3,068-83.2% | $11,403-95.5% |