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 | $84,767 | $58,694+44.4% | $142,863-40.7% | $85,850-1.3% |
| Participation rate | 90.8% | 58.5%+32.3pp | 71.9%+18.8pp | 69.3%+21.5pp |
| Annual return | 13.08% | 27.72%-14.6pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,189 | $2,607+214.1% | $3,837+113.4% | $3,952+107.2% |
| Admin fee / account holder | $1,285 | $4,239-69.7% | $6,560-80.4% | $6,260-79.5% |