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 | $44,509 | $91,538-51.4% | $129,995-65.8% | $75,163-40.8% |
| Participation rate | 76.7% | 71.4%+5.3pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 21.00% | -631.11%+652.1pp | -137.18%+158.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,036 | $2,845-28.4% | $4,320-52.9% | $2,670-23.7% |
| Participant deferral / active EE | $3,399 | $4,341-21.7% | $5,820-41.6% | $4,125-17.6% |
| Admin fee / account holder | $985 | $6,790-85.5% | $10,614-90.7% | $5,651-82.6% |