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 | $25,731 | $70,669-63.6% | $169,368-84.8% | $75,163-65.8% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.1%+11.3pp | 67.2%+21.3pp |
| Annual return | 16.22% | 36.36%-20.1pp | 405.60%-389.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $472 | $2,211-78.7% | $4,013-88.2% | $2,670-82.3% |
| Participant deferral / active EE | $2,786 | $4,311-35.4% | $6,221-55.2% | $4,125-32.5% |
| Admin fee / account holder | $2,291 | $5,402-57.6% | $9,003-74.5% | $5,651-59.4% |