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 | $23,805 | $135,952-82.5% | $123,892-80.8% | $273,961-91.3% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 10.42% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,381 | $5,170-73.3% | $4,617-70.1% | $4,869-71.6% |
| Participant deferral / active EE | $3,777 | $6,343-40.4% | $5,984-36.9% | $5,287-28.6% |
| Admin fee / account holder | $3,180 | $9,817-67.6% | $8,357-62.0% | $10,132-68.6% |