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 | $83,408 | $157,256-47.0% | $141,162-40.9% | $152,861-45.4% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 19.98% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,819 | $5,261-65.4% | $4,735-61.6% | $4,762-61.8% |
| Participant deferral / active EE | $4,831 | $7,109-32.0% | $6,709-28.0% | $5,850-17.4% |
| Admin fee / account holder | $343 | $12,120-97.2% | $10,261-96.7% | $11,596-97.0% |