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 | $57,335 | $60,124-4.6% | $90,404-36.6% | $79,858-28.2% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 18.97% | 71.94%-53.0pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $427 | $2,068-79.4% | $3,262-86.9% | $2,471-82.7% |
| Participant deferral / active EE | $3,758 | $2,938+27.9% | $3,963-5.2% | $3,740+0.5% |
| Admin fee / account holder | $1,430 | $3,976-64.1% | $5,611-74.5% | $5,306-73.1% |