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 | $12,408 | $29,660-58.2% | $56,411-78.0% | $80,856-84.7% |
| Participation rate | 79.0% | 41.6%+37.4pp | 52.5%+26.6pp | 67.6%+11.4pp |
| Annual return | 11.68% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $534 | $669-20.1% | $1,039-48.5% | $2,755-80.6% |
| Participant deferral / active EE | $673 | $1,226-45.1% | $1,952-65.5% | $4,296-84.3% |
| Admin fee / account holder | $1,706 | $2,428-29.7% | $2,829-39.7% | $6,918-75.3% |