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 | $28,853 | $63,346-54.5% | $92,233-68.7% | $70,131-58.9% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,267 | $2,471-48.7% | $3,679-65.6% | $2,342-45.9% |
| Participant deferral / active EE | $3,036 | $2,854+6.4% | $3,897-22.1% | $3,332-8.9% |
| Admin fee / account holder | $701 | $3,840-81.7% | $5,194-86.5% | $4,645-84.9% |