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 | $43,241 | $76,407-43.4% | $150,298-71.2% | $82,448-47.6% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 14.08% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,853 | $2,614-29.1% | $4,154-55.4% | $2,551-27.4% |
| Participant deferral / active EE | $6,838 | $3,214+112.7% | $5,453+25.4% | $4,139+65.2% |
| Admin fee / account holder | $1,274 | $6,352-79.9% | $14,116-91.0% | $7,234-82.4% |