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 | $19,801 | $73,933-73.2% | $96,683-79.5% | $75,163-73.7% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 17.58% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,210 | $2,928-24.5% | $3,737-40.9% | $2,670-17.2% |
| Participant deferral / active EE | $2,973 | $3,659-18.7% | $4,878-39.1% | $4,125-27.9% |
| Admin fee / account holder | $583 | $5,216-88.8% | $6,730-91.3% | $5,651-89.7% |