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 | $89,966 | $183,519-51.0% | $155,509-42.1% | $145,922-38.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.06% | 61.17%-38.1pp | 64.67%-41.6pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,466 | $5,313-53.6% | $4,672-47.2% | $4,660-47.1% |
| Participant deferral / active EE | $2,466 | $6,462-61.8% | $5,626-56.2% | $6,688-63.1% |
| Admin fee / account holder | $5,141 | $19,313-73.4% | $15,912-67.7% | $13,397-61.6% |