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 | $83,256 | $102,317-18.6% | $146,958-43.3% | $80,856+3.0% |
| Participation rate | 73.0% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 14.49% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,088 | $3,713-43.8% | $4,933-57.7% | $2,755-24.2% |
| Participant deferral / active EE | $4,788 | $6,644-27.9% | $8,070-40.7% | $4,296+11.5% |
| Admin fee / account holder | $42,566 | $7,941+436.0% | $12,998+227.5% | $6,918+515.3% |