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 | $25,471 | $60,124-57.6% | $90,404-71.8% | $79,858-68.1% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 11.15% | 71.94%-60.8pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $525 | $2,068-74.6% | $3,262-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $1,047 | $2,938-64.4% | $3,963-73.6% | $3,740-72.0% |
| Admin fee / account holder | $2,562 | $3,976-35.6% | $5,611-54.3% | $5,306-51.7% |