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 | $30,118 | $58,208-48.3% | $81,812-63.2% | $80,856-62.8% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.3%+12.7pp | 67.6%+17.4pp |
| Annual return | 14.64% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $983 | $2,340-58.0% | $2,912-66.2% | $2,755-64.3% |
| Participant deferral / active EE | $3,609 | $3,281+10.0% | $4,319-16.4% | $4,296-16.0% |
| Admin fee / account holder | $715 | $4,981-85.7% | $7,386-90.3% | $6,918-89.7% |