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 | $23,462 | $85,766-72.6% | $136,294-82.8% | $70,131-66.5% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 23.89% | 31.45%-7.6pp | 5155.94%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $814 | $2,966-72.5% | $4,695-82.7% | $2,342-65.2% |
| Participant deferral / active EE | $7,495 | $5,051+48.4% | $6,247+20.0% | $3,332+125.0% |
| Admin fee / account holder | $1,368 | $5,420-74.8% | $9,243-85.2% | $4,645-70.6% |