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 | $28,395 | $24,730+14.8% | $66,042-57.0% | $84,808-66.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 67.5%+29.1pp | 68.3%+28.3pp |
| Annual return | 15.42% | 79.55%-64.1pp | 52.11%-36.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,313 | $1,737+148.3% | $2,835+52.1% | $4,212+2.4% |
| Admin fee / account holder | $3,234 | $3,014+7.3% | $5,747-43.7% | $7,344-56.0% |