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 | $42,682 | $57,281-25.5% | $86,612-50.7% | $75,163-43.2% |
| Participation rate | 86.0% | 63.2%+22.8pp | 71.7%+14.3pp | 67.2%+18.9pp |
| Annual return | 17.15% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,400 | $3,318-57.8% | $4,438-68.4% | $4,125-66.1% |
| Admin fee / account holder | $3,010 | $4,112-26.8% | $5,614-46.4% | $5,651-46.7% |