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 | $36,126 | $65,561-44.9% | $86,188-58.1% | $75,163-51.9% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 14.48% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.1pp |
| Employer contribution / active EE | $987 | $1,553-36.4% | $2,380-58.5% | $2,670-63.0% |
| Participant deferral / active EE | $2,305 | $3,024-23.8% | $3,985-42.2% | $4,125-44.1% |
| Admin fee / account holder | $6,402 | $5,474+17.0% | $6,852-6.6% | $5,651+13.3% |