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 | $31,182 | $75,183-58.5% | $123,892-74.8% | $55,167-43.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.43% | 19.01%-9.6pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,928 | $2,823-31.7% | $4,617-58.2% | $1,963-1.8% |
| Participant deferral / active EE | $4,687 | $5,084-7.8% | $5,984-21.7% | $3,054+53.5% |
| Admin fee / account holder | $1,410 | $663+112.8% | $8,357-83.1% | $504+179.8% |