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 | $131,528 | $99,652+32.0% | $78,778+67.0% | $147,584-10.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 11.16% | 47.28%-36.1pp | 35.62%-24.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,406 | $2,796-49.7% | $1,986-29.2% | $4,876-71.2% |
| Participant deferral / active EE | $4,770 | $3,664+30.2% | $2,958+61.2% | $5,439-12.3% |
| Admin fee / account holder | $626 | $7,155-91.3% | $5,134-87.8% | $10,885-94.3% |