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 | $13,689 | $54,762-75.0% | $90,281-84.8% | $72,985-81.2% |
| Participation rate | 81.4% | 65.1%+16.2pp | 73.3%+8.1pp | 69.5%+11.9pp |
| Annual return | 19.19% | 30.63%-11.4pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,080 | $2,092-48.4% | $2,854-62.1% | $2,440-55.7% |
| Participant deferral / active EE | $1,486 | $2,887-48.5% | $3,885-61.8% | $3,607-58.8% |
| Admin fee / account holder | $1,080 | $3,972-72.8% | $5,351-79.8% | $5,124-78.9% |