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 | $99,308 | $202,318-50.9% | $172,739-42.5% | $152,861-35.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.53% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,585 | $5,856-55.9% | $5,143-49.7% | $4,762-45.7% |
| Participant deferral / active EE | $4,400 | $5,948-26.0% | $5,198-15.3% | $5,850-24.8% |
| Admin fee / account holder | $342 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |