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 | $44,370 | $62,573-29.1% | $85,682-48.2% | $85,850-48.3% |
| Participation rate | 85.2% | 61.1%+24.0pp | 69.9%+15.3pp | 69.3%+15.9pp |
| Annual return | 12.46% | 23.77%-11.3pp | 21.49%-9.0pp | 318.53%-306.1pp |
| Employer contribution / active EE | $999 | $1,757-43.1% | $2,618-61.8% | $2,565-61.0% |
| Participant deferral / active EE | $1,985 | $2,802-29.2% | $3,923-49.4% | $3,952-49.8% |
| Admin fee / account holder | $425 | $4,640-90.8% | $6,873-93.8% | $6,260-93.2% |