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 | $31,216 | $52,903-41.0% | $73,307-57.4% | $59,632-47.7% |
| Participation rate | 94.8% | 68.2%+26.6pp | 74.9%+19.9pp | 68.7%+26.1pp |
| Annual return | 1.59% | 12.20%-10.6pp | 5.67%-4.1pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,191 | $4,069-21.6% | $4,991-36.1% | $3,1920% |
| Admin fee / account holder | $1,739 | $3,834-54.6% | $5,637-69.2% | $4,297-59.5% |