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 | $22,929 | $53,516-57.2% | $126,539-81.9% | $84,808-73.0% |
| Participation rate | 84.1% | 58.2%+25.8pp | 69.8%+14.3pp | 68.3%+15.8pp |
| Annual return | 14.79% | 58.34%-43.5pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $976 | $2,671-63.5% | $4,083-76.1% | $4,212-76.8% |
| Admin fee / account holder | $1,103 | $4,497-75.5% | $6,065-81.8% | $7,344-85.0% |