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 | $44,333 | $157,256-71.8% | $141,162-68.6% | $152,861-71.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 31.10% | 64.32%-33.2pp | 71.39%-40.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $2,604 | $5,261-50.5% | $4,735-45.0% | $4,762-45.3% |
| Participant deferral / active EE | $7,514 | $7,109+5.7% | $6,709+12.0% | $5,850+28.4% |
| Admin fee / account holder | $4,478 | $12,120-63.1% | $10,261-56.4% | $11,596-61.4% |