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 | $62,217 | $91,552-32.0% | $133,956-53.6% | $79,858-22.1% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 18.98% | 61.85%-42.9pp | 45.09%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,122 | $2,384-52.9% | $3,919-71.4% | $2,471-54.6% |
| Participant deferral / active EE | $5,001 | $3,733+34.0% | $5,048-0.9% | $3,740+33.7% |
| Admin fee / account holder | $1,498 | $6,321-76.3% | $8,927-83.2% | $5,306-71.8% |