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 | $72,935 | $60,124+21.3% | $90,404-19.3% | $79,858-8.7% |
| Participation rate | 85.0% | 65.0%+20.0pp | 72.7%+12.3pp | 69.6%+15.4pp |
| Annual return | 20.18% | 71.94%-51.8pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,430 | $2,068-30.9% | $3,262-56.2% | $2,471-42.1% |
| Participant deferral / active EE | $1,958 | $2,938-33.4% | $3,963-50.6% | $3,740-47.7% |
| Admin fee / account holder | $853 | $3,976-78.5% | $5,611-84.8% | $5,306-83.9% |