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 | $47,882 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 26.61% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,904 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $9,274 | $7,109+30.4% | $6,709+38.2% | $5,850+58.5% |
| Admin fee / account holder | $567 | $12,120-95.3% | $10,261-94.5% | $11,596-95.1% |