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 4-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 | $42,057 | $89,753-53.1% | $107,525-60.9% | $84,808-50.4% |
| Participation rate | 84.8% | 68.1%+16.7pp | 75.1%+9.7pp | 68.3%+16.5pp |
| Annual return | 15.95% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,928 | $3,113-38.1% | $3,754-48.6% | $2,631-26.7% |
| Participant deferral / active EE | $2,531 | $4,056-37.6% | $5,116-50.5% | $4,212-39.9% |
| Admin fee / account holder | $2,715 | $7,222-62.4% | $8,919-69.6% | $7,344-63.0% |