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 | $22,518 | $49,922-54.9% | $80,569-72.1% | $75,163-70.0% |
| Participation rate | 82.5% | 55.3%+27.2pp | 67.0%+15.5pp | 67.2%+15.3pp |
| Annual return | 23.12% | 34.69%-11.6pp | 935.43%-912.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $831 | $1,698-51.1% | $2,723-69.5% | $2,670-68.9% |
| Participant deferral / active EE | $2,126 | $2,990-28.9% | $4,447-52.2% | $4,125-48.5% |
| Admin fee / account holder | $1,684 | $3,577-52.9% | $5,377-68.7% | $5,651-70.2% |