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 | $30,079 | $55,415-45.7% | $155,509-80.7% | $74,495-59.6% |
| Participation rate | 90.3% | 61.9%+28.4pp | 78.2%+12.1pp | 67.2%+23.1pp |
| Annual return | 13.41% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,773 | $2,267-21.8% | $4,672-62.1% | $2,623-32.4% |
| Participant deferral / active EE | $1,851 | $2,836-34.7% | $5,626-67.1% | $4,346-57.4% |
| Admin fee / account holder | $3,680 | $1,738+111.7% | $15,912-76.9% | $1,942+89.5% |