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 | $19,491 | $77,899-75.0% | $149,673-87.0% | $75,163-74.1% |
| Participation rate | 79.7% | 65.6%+14.1pp | 78.8%+0.9pp | 67.2%+12.5pp |
| Annual return | 19.44% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,950 | $3,411-13.5% | $5,680-48.1% | $4,125-28.5% |
| Admin fee / account holder | $1,328 | $5,956-77.7% | $13,210-89.9% | $5,651-76.5% |