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 | $13,946 | $58,208-76.0% | $81,812-83.0% | $80,856-82.8% |
| Participation rate | 83.8% | 63.4%+20.4pp | 72.3%+11.4pp | 67.6%+16.1pp |
| Annual return | 27.54% | 41.66%-14.1pp | 773.79%-746.2pp | 35.59%-8.1pp |
| Employer contribution / active EE | $1,557 | $2,340-33.5% | $2,912-46.5% | $2,755-43.5% |
| Participant deferral / active EE | $2,310 | $3,281-29.6% | $4,319-46.5% | $4,296-46.2% |
| Admin fee / account holder | $2,022 | $4,981-59.4% | $7,386-72.6% | $6,918-70.8% |