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 | $70,175 | $144,119-51.3% | $117,854-40.5% | $147,584-52.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.68% | 531.15%-514.5pp | 335.08%-318.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,045 | $4,896-78.7% | $3,786-72.4% | $4,876-78.6% |
| Participant deferral / active EE | $2,019 | $5,316-62.0% | $4,482-55.0% | $5,439-62.9% |
| Admin fee / account holder | $17,951 | $10,886+64.9% | $8,020+123.8% | $10,885+64.9% |