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 | $78,368 | $100,041-21.7% | $149,718-47.7% | $70,131+11.7% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 15.25% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,526 | $3,662-58.3% | $5,445-72.0% | $2,342-34.9% |
| Participant deferral / active EE | $3,332 | $4,983-33.1% | $6,569-49.3% | $3,3320% |
| Admin fee / account holder | $476 | $8,286-94.3% | $11,283-95.8% | $4,645-89.8% |