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 | $71,065 | $157,256-54.8% | $141,162-49.7% | $152,861-53.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.22% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $12,871 | $5,261+144.6% | $4,735+171.8% | $4,762+170.3% |
| Participant deferral / active EE | $5,585 | $7,109-21.4% | $6,709-16.7% | $5,850-4.5% |
| Admin fee / account holder | $84,484 | $12,120+597.1% | $10,261+723.3% | $11,596+628.5% |