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 | $54,085 | $24,730+118.7% | $66,042-18.1% | $84,808-36.2% |
| Participation rate | 80.3% | 68.1%+12.2pp | 67.5%+12.8pp | 68.3%+12.0pp |
| Annual return | 19.78% | 79.55%-59.8pp | 52.11%-32.3pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,453 | $857+186.3% | $1,579+55.3% | $2,631-6.8% |
| Participant deferral / active EE | $4,379 | $1,737+152.1% | $2,835+54.4% | $4,212+4.0% |
| Admin fee / account holder | $14,839 | $3,014+392.4% | $5,747+158.2% | $7,344+102.1% |