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 | $62,793 | $85,202-26.3% | $172,739-63.6% | $72,985-14.0% |
| Participation rate | 90.6% | 70.1%+20.5pp | 82.6%+7.9pp | 69.5%+21.1pp |
| Annual return | 20.25% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,392 | $3,324-58.1% | $5,143-72.9% | $2,440-42.9% |
| Participant deferral / active EE | $3,598 | $3,260+10.4% | $5,198-30.8% | $3,607-0.3% |
| Admin fee / account holder | $1,918 | $5,884-67.4% | $13,954-86.3% | $5,124-62.6% |