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 | $66,675 | $89,355-25.4% | $141,162-52.8% | $72,985-8.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 30.02% | 111.85%-81.8pp | 71.39%-41.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $1,533 | $3,114-50.8% | $4,735-67.6% | $2,440-37.2% |
| Participant deferral / active EE | $15,042 | $5,418+177.6% | $6,709+124.2% | $3,607+317.0% |
| Admin fee / account holder | $15,464 | $5,958+159.5% | $10,261+50.7% | $5,124+201.8% |