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 | $37,965 | $102,317-62.9% | $146,958-74.2% | $80,856-53.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 15.28% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,840 | $3,713-50.4% | $4,933-62.7% | $2,755-33.2% |
| Participant deferral / active EE | $2,755 | $6,644-58.5% | $8,070-65.9% | $4,296-35.9% |
| Admin fee / account holder | $32,942 | $7,941+314.8% | $12,998+153.4% | $6,918+376.2% |