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 | $48,580 | $49,922-2.7% | $80,569-39.7% | $75,163-35.4% |
| Participation rate | 77.2% | 55.3%+21.9pp | 67.0%+10.2pp | 67.2%+10.0pp |
| Annual return | 14.53% | 34.69%-20.2pp | 935.43%-920.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,005 | $1,698-40.8% | $2,723-63.1% | $2,670-62.4% |
| Participant deferral / active EE | $1,266 | $2,990-57.6% | $4,447-71.5% | $4,125-69.3% |
| Admin fee / account holder | $3,298 | $3,577-7.8% | $5,377-38.7% | $5,651-41.6% |