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 8-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 | $26,968 | $157,256-82.9% | $141,162-80.9% | $152,861-82.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 25.11% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,409 | $5,261-54.2% | $4,735-49.1% | $4,762-49.4% |
| Participant deferral / active EE | $5,203 | $7,109-26.8% | $6,709-22.4% | $5,850-11.1% |
| Admin fee / account holder | $432 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |