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 | $38,765 | $51,175-24.2% | $70,515-45.0% | $75,163-48.4% |
| Participation rate | 90.3% | 60.9%+29.4pp | 68.3%+22.0pp | 67.2%+23.1pp |
| Annual return | 17.29% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,719 | $2,849+100.7% | $4,567+25.2% | $4,125+38.6% |
| Admin fee / account holder | $316 | $4,091-92.3% | $6,412-95.1% | $5,651-94.4% |