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 | $27,852 | $53,127-47.6% | $86,590-67.8% | $70,131-60.3% |
| Participation rate | 82.4% | 65.3%+17.0pp | 73.5%+8.8pp | 69.5%+12.8pp |
| Annual return | 12.79% | 27.66%-14.9pp | 964.84%-952.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $307 | $2,068-85.1% | $2,839-89.2% | $2,342-86.9% |
| Participant deferral / active EE | $1,808 | $2,696-32.9% | $3,609-49.9% | $3,332-45.7% |
| Admin fee / account holder | $6,119 | $3,585+70.7% | $4,906+24.7% | $4,645+31.7% |