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 | $54,086 | $98,750-45.2% | $149,696-63.9% | $79,858-32.3% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.8pp |
| Annual return | 21.17% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $664 | $3,216-79.4% | $4,644-85.7% | $2,471-73.1% |
| Participant deferral / active EE | $4,315 | $5,680-24.0% | $6,842-36.9% | $3,740+15.4% |
| Admin fee / account holder | $13,382 | $6,053+121.1% | $9,309+43.8% | $5,306+152.2% |