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 | $27,925 | $44,873-37.8% | $79,464-64.9% | $56,287-50.4% |
| Participation rate | 92.3% | 68.7%+23.6pp | 73.3%+19.0pp | 69.9%+22.5pp |
| Annual return | 10.37% | 0.81%+9.6pp | 718.14%-707.8pp | -9.96%+20.3pp |
| Employer contribution / active EE | $1,045 | $2,140-51.2% | $2,800-62.7% | $2,111-50.5% |
| Participant deferral / active EE | $1,696 | $2,746-38.2% | $3,704-54.2% | $3,350-49.4% |
| Admin fee / account holder | $1,759 | $418+320.2% | $5,113-65.6% | $521+237.6% |