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 | $64,007 | $48,570+31.8% | $130,648-51.0% | $72,985-12.3% |
| Participation rate | 83.8% | 58.6%+25.3pp | 71.7%+12.1pp | 69.5%+14.3pp |
| Annual return | 19.79% | 38.63%-18.8pp | 1708.96%-1689.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,508 | $2,384+173.0% | $3,603+80.6% | $3,607+80.4% |
| Admin fee / account holder | $1,835 | $3,549-48.3% | $5,464-66.4% | $5,124-64.2% |