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 | $73,005 | $60,124+21.4% | $90,404-19.2% | $79,858-8.6% |
| Participation rate | 85.5% | 65.0%+20.5pp | 72.7%+12.8pp | 69.6%+15.9pp |
| Annual return | 17.03% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,041 | $2,068-49.7% | $3,262-68.1% | $2,471-57.9% |
| Participant deferral / active EE | $2,794 | $2,938-4.9% | $3,963-29.5% | $3,740-25.3% |
| Admin fee / account holder | $2,680 | $3,976-32.6% | $5,611-52.2% | $5,306-49.5% |