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 | $72,366 | $99,652-27.4% | $78,778-8.1% | $147,584-51.0% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 14.11% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $530 | $2,796-81.0% | $1,986-73.3% | $4,876-89.1% |
| Participant deferral / active EE | $2,549 | $3,664-30.4% | $2,958-13.8% | $5,439-53.1% |
| Admin fee / account holder | $656 | $7,155-90.8% | $5,134-87.2% | $10,885-94.0% |