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 | $25,373 | $56,114-54.8% | $96,139-73.6% | $85,850-70.4% |
| Participation rate | 93.7% | 56.7%+36.9pp | 68.4%+25.2pp | 69.3%+24.3pp |
| Annual return | 14.04% | 42.30%-28.3pp | 191.94%-177.9pp | 318.53%-304.5pp |
| Employer contribution / active EE | $616 | $1,620-61.9% | $2,797-78.0% | $2,565-76.0% |
| Participant deferral / active EE | $2,744 | $2,859-4.0% | $4,349-36.9% | $3,952-30.6% |
| Admin fee / account holder | $529 | $3,768-86.0% | $5,537-90.4% | $6,260-91.6% |