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 | $32,361 | $72,177-55.2% | $115,037-71.9% | $59,632-45.7% |
| Participation rate | 87.0% | 72.6%+14.4pp | 81.4%+5.6pp | 68.7%+18.3pp |
| Annual return | -0.22% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $3,276 | $2,841+15.3% | $4,608-28.9% | $2,203+48.8% |
| Participant deferral / active EE | $6,914 | $4,783+44.6% | $6,026+14.7% | $3,192+116.6% |
| Admin fee / account holder | $3,791 | $4,927-23.1% | $8,175-53.6% | $4,297-11.8% |