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 | $79,354 | $179,726-55.8% | $156,263-49.2% | $142,382-44.3% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 17.11% | 77.86%-60.7pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,628 | $5,069-28.4% | $4,333-16.3% | $4,299-15.6% |
| Participant deferral / active EE | $6,263 | $6,956-10.0% | $6,158+1.7% | $6,507-3.7% |
| Admin fee / account holder | $9,887 | $17,272-42.8% | $14,255-30.6% | $12,624-21.7% |