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 | $24,825 | $77,899-68.1% | $149,673-83.4% | $75,163-67.0% |
| Participation rate | 83.6% | 65.6%+18.0pp | 78.8%+4.8pp | 67.2%+16.4pp |
| Annual return | 14.81% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,638 | $3,137-47.8% | $4,818-66.0% | $2,670-38.7% |
| Participant deferral / active EE | $1,234 | $3,411-63.8% | $5,680-78.3% | $4,125-70.1% |
| Admin fee / account holder | $2,591 | $5,956-56.5% | $13,210-80.4% | $5,651-54.2% |