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 | $22,660 | $84,233-73.1% | $170,442-86.7% | $70,131-67.7% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 16.69% | 23.06%-6.4pp | 205.93%-189.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $763 | $3,387-77.5% | $5,433-86.0% | $2,342-67.4% |
| Participant deferral / active EE | $1,753 | $3,086-43.2% | $4,939-64.5% | $3,332-47.4% |
| Admin fee / account holder | $6,007 | $5,698+5.4% | $13,880-56.7% | $4,645+29.3% |