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 | $72,966 | $60,124+21.4% | $90,404-19.3% | $79,858-8.6% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.8pp |
| Annual return | 15.89% | 71.94%-56.1pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,976 | $2,068-4.4% | $3,262-39.4% | $2,471-20.0% |
| Participant deferral / active EE | $2,874 | $2,938-2.2% | $3,963-27.5% | $3,740-23.1% |
| Admin fee / account holder | $3,761 | $3,976-5.4% | $5,611-33.0% | $5,306-29.1% |