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 | $59,316 | $102,317-42.0% | $146,958-59.6% | $80,856-26.6% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 14.59% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,070 | $3,713-44.3% | $4,933-58.0% | $2,755-24.9% |
| Participant deferral / active EE | $4,519 | $6,644-32.0% | $8,070-44.0% | $4,296+5.2% |
| Admin fee / account holder | $808 | $7,941-89.8% | $12,998-93.8% | $6,918-88.3% |