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 | $38,687 | $77,634-50.2% | $156,549-75.3% | $62,891-38.5% |
| Participation rate | 77.4% | 71.2%+6.2pp | 84.0%-6.6pp | 69.3%+8.1pp |
| Annual return | 5.29% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,058 | $3,444-40.2% | $5,501-62.6% | $2,281-9.8% |
| Participant deferral / active EE | $4,585 | $3,045+50.6% | $4,871-5.9% | $3,203+43.2% |
| Admin fee / account holder | $34,873 | $5,561+527.1% | $13,027+167.7% | $4,296+711.8% |