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 4-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 | $10,354 | $80,717-87.2% | $154,803-93.3% | $84,808-87.8% |
| Participation rate | 71.7% | 66.8%+4.9pp | 78.1%-6.3pp | 68.3%+3.4pp |
| Annual return | 26.60% | 37.96%-11.4pp | 58.88%-32.3pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,340 | $2,761-51.5% | $4,305-68.9% | $2,631-49.1% |
| Participant deferral / active EE | $2,146 | $3,303-35.0% | $5,540-61.3% | $4,212-49.0% |
| Admin fee / account holder | $2,066 | $6,746-69.4% | $14,329-85.6% | $7,344-71.9% |