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 | $36,636 | $29,660+23.5% | $56,411-35.1% | $80,856-54.7% |
| Participation rate | 87.1% | 41.6%+45.4pp | 52.5%+34.6pp | 67.6%+19.5pp |
| Annual return | 18.52% | 35.23%-16.7pp | 1701.33%-1682.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,029 | $669+53.8% | $1,039-0.9% | $2,755-62.6% |
| Participant deferral / active EE | $1,329 | $1,226+8.4% | $1,952-31.9% | $4,296-69.1% |
| Admin fee / account holder | $11,319 | $2,428+366.3% | $2,829+300.1% | $6,918+63.6% |