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 | $111,232 | $157,256-29.3% | $141,162-21.2% | $152,861-27.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.75% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,456 | $5,261-15.3% | $4,735-5.9% | $4,762-6.4% |
| Participant deferral / active EE | $7,687 | $7,109+8.1% | $6,709+14.6% | $5,850+31.4% |
| Admin fee / account holder | $2,114 | $12,120-82.6% | $10,261-79.4% | $11,596-81.8% |