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 | $19,178 | $57,281-66.5% | $86,612-77.9% | $75,163-74.5% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 17.83% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $605 | $2,314-73.9% | $3,022-80.0% | $2,670-77.3% |
| Participant deferral / active EE | $2,001 | $3,318-39.7% | $4,438-54.9% | $4,125-51.5% |
| Admin fee / account holder | $4,304 | $4,112+4.7% | $5,614-23.3% | $5,651-23.8% |