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 | $16,504 | $48,570-66.0% | $130,648-87.4% | $72,985-77.4% |
| Participation rate | 70.4% | 58.6%+11.9pp | 71.7%-1.3pp | 69.5%+0.9pp |
| Annual return | 25.47% | 38.63%-13.2pp | 1708.96%-1683.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,015 | $1,334-23.9% | $4,092-75.2% | $2,440-58.4% |
| Participant deferral / active EE | $1,885 | $2,384-20.9% | $3,603-47.7% | $3,607-47.8% |
| Admin fee / account holder | $535 | $3,549-84.9% | $5,464-90.2% | $5,124-89.6% |