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 | $98,950 | $159,901-38.1% | $146,958-32.7% | $145,922-32.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.28% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,212 | $5,286-58.1% | $4,933-55.2% | $4,660-52.5% |
| Participant deferral / active EE | $11,266 | $8,428+33.7% | $8,070+39.6% | $6,688+68.5% |
| Admin fee / account holder | $1,334 | $15,044-91.1% | $12,998-89.7% | $13,397-90.0% |