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 | $16,645 | $35,183-52.7% | $73,545-77.4% | $70,131-76.3% |
| Participation rate | 86.8% | 42.9%+43.9pp | 54.9%+31.9pp | 69.5%+17.3pp |
| Annual return | 14.00% | 26.90%-12.9pp | -15.16%+29.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $920 | $709+29.9% | $1,219-24.5% | $2,342-60.7% |
| Participant deferral / active EE | $1,308 | $1,220+7.2% | $1,806-27.6% | $3,332-60.8% |
| Admin fee / account holder | $1,908 | $2,302-17.1% | $2,320-17.8% | $4,645-58.9% |