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 | $30,396 | $81,248-62.6% | $155,509-80.5% | $80,856-62.4% |
| Participation rate | 78.8% | 66.2%+12.6pp | 78.2%+0.6pp | 67.6%+11.1pp |
| Annual return | 29.55% | 33.31%-3.8pp | 64.67%-35.1pp | 35.59%-6.0pp |
| Employer contribution / active EE | $1,566 | $3,100-49.5% | $4,672-66.5% | $2,755-43.2% |
| Participant deferral / active EE | $1,008 | $3,452-70.8% | $5,626-82.1% | $4,296-76.5% |
| Admin fee / account holder | $6,500 | $7,997-18.7% | $15,912-59.1% | $6,918-6.0% |