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 | $22,277 | $72,400-69.2% | $67,502-67.0% | $145,922-84.7% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 11.45% | 7182.46%-7171.0pp | 3512.12%-3500.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $676 | $3,069-78.0% | $2,731-75.2% | $4,660-85.5% |
| Participant deferral / active EE | $924 | $4,783-80.7% | $4,000-76.9% | $6,688-86.2% |
| Admin fee / account holder | $3,309 | $5,539-40.3% | $3,998-17.2% | $13,397-75.3% |