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 | $25,073 | $91,190-72.5% | $178,490-86.0% | $79,858-68.6% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 19.64% | 24.19%-4.6pp | 151.07%-131.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,298 | $3,256-60.1% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $957 | $3,236-70.4% | $5,202-81.6% | $3,740-74.4% |
| Admin fee / account holder | $1,399 | $6,751-79.3% | $13,984-90.0% | $5,306-73.6% |