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 | $93,699 | $152,587-38.6% | $125,175-25.1% | $152,861-38.7% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 22.21% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $981 | $4,946-80.2% | $3,865-74.6% | $4,762-79.4% |
| Participant deferral / active EE | $5,818 | $5,868-0.8% | $4,937+17.9% | $5,850-0.5% |
| Admin fee / account holder | $2,290 | $13,434-83.0% | $9,702-76.4% | $11,596-80.3% |