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 | $7,750 | $34,308-77.4% | $74,701-89.6% | $72,985-89.4% |
| Participation rate | 84.4% | 42.4%+42.0pp | 54.5%+29.9pp | 69.5%+14.9pp |
| Annual return | 20.91% | 26.58%-5.7pp | 752.92%-732.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $598 | $692-13.5% | $1,084-44.8% | $2,440-75.5% |
| Participant deferral / active EE | $689 | $1,271-45.8% | $1,964-64.9% | $3,607-80.9% |
| Admin fee / account holder | $858 | $2,124-59.6% | $3,333-74.3% | $5,124-83.3% |