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 | $9,522 | $34,308-72.2% | $74,701-87.3% | $72,985-87.0% |
| Participation rate | 89.7% | 42.4%+47.3pp | 54.5%+35.2pp | 69.5%+20.2pp |
| Annual return | 25.56% | 26.58%-1.0pp | 752.92%-727.4pp | 81.00%-55.4pp |
| Employer contribution / active EE | $903 | $692+30.5% | $1,084-16.7% | $2,440-63.0% |
| Participant deferral / active EE | $1,929 | $1,271+51.8% | $1,964-1.7% | $3,607-46.5% |
| Admin fee / account holder | $340 | $2,124-84.0% | $3,333-89.8% | $5,124-93.4% |