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 | $19,575 | $30,732-36.3% | $59,496-67.1% | $59,632-67.2% |
| Participation rate | 79.5% | 43.2%+36.3pp | 54.6%+24.9pp | 68.7%+10.8pp |
| Annual return | 3.99% | 4.47%-0.5pp | 182.05%-178.1pp | 2041.28%-2037.3pp |
| Employer contribution / active EE | $463 | $631-26.6% | $1,153-59.9% | $2,203-79.0% |
| Participant deferral / active EE | $1,365 | $1,183+15.4% | $1,829-25.4% | $3,192-57.2% |
| Admin fee / account holder | $1,170 | $2,136-45.2% | $2,232-47.6% | $4,297-72.8% |