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 | $32,388 | $60,124-46.1% | $90,404-64.2% | $79,858-59.4% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 19.34% | 71.94%-52.6pp | 1293.02%-1273.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $872 | $2,068-57.8% | $3,262-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $1,422 | $2,938-51.6% | $3,963-64.1% | $3,740-62.0% |
| Admin fee / account holder | $3,374 | $3,976-15.1% | $5,611-39.9% | $5,306-36.4% |