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 | $17,846 | $76,000-76.5% | $154,107-88.4% | $64,186-72.2% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | 0.62% | 30.32%-29.7pp | 735.12%-734.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,462 | $3,351-56.4% | $5,298-72.4% | $2,381-38.6% |
| Participant deferral / active EE | $1,293 | $3,175-59.3% | $5,081-74.5% | $3,470-62.7% |
| Admin fee / account holder | $21,956 | $5,596+292.3% | $13,411+63.7% | $4,888+349.2% |