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 | $43,957 | $65,395-32.8% | $182,532-75.9% | $72,985-39.8% |
| Participation rate | 75.9% | 65.4%+10.5pp | 78.0%-2.0pp | 69.5%+6.4pp |
| Annual return | 19.08% | 27.68%-8.6pp | 148.54%-129.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,179 | $1,911-38.3% | $4,076-71.1% | $2,440-51.7% |
| Participant deferral / active EE | $3,116 | $3,563-12.5% | $5,524-43.6% | $3,607-13.6% |
| Admin fee / account holder | $2,196 | $4,245-48.3% | $8,592-74.4% | $5,124-57.1% |