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 | $40,946 | $57,281-28.5% | $86,612-52.7% | $75,163-45.5% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 14.82% | 2670.75%-2655.9pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $885 | $2,314-61.8% | $3,022-70.7% | $2,670-66.8% |
| Participant deferral / active EE | $2,230 | $3,318-32.8% | $4,438-49.7% | $4,125-45.9% |
| Admin fee / account holder | $1,137 | $4,112-72.3% | $5,614-79.7% | $5,651-79.9% |