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 | $19,527 | $58,208-66.5% | $81,812-76.1% | $80,856-75.9% |
| Participation rate | 98.0% | 63.4%+34.6pp | 72.3%+25.7pp | 67.6%+30.4pp |
| Annual return | 12.81% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,218 | $2,340-5.2% | $2,912-23.8% | $2,755-19.5% |
| Participant deferral / active EE | $3,143 | $3,281-4.2% | $4,319-27.2% | $4,296-26.8% |
| Admin fee / account holder | $10,277 | $4,981+106.3% | $7,386+39.1% | $6,918+48.6% |