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 | $49,197 | $56,053-12.2% | $75,972-35.2% | $80,856-39.2% |
| Participation rate | 80.6% | 62.0%+18.6pp | 69.1%+11.6pp | 67.6%+13.0pp |
| Annual return | 11.31% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,184 | $1,874+16.5% | $2,685-18.7% | $2,755-20.7% |
| Participant deferral / active EE | $7,613 | $3,052+149.5% | $4,255+78.9% | $4,296+77.2% |
| Admin fee / account holder | $1,633 | $5,234-68.8% | $6,467-74.8% | $6,918-76.4% |