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 | $111,384 | $165,984-32.9% | $164,813-32.4% | $145,922-23.7% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 13.16% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,533 | $5,273-52.0% | $4,341-41.6% | $4,660-45.6% |
| Participant deferral / active EE | $5,976 | $6,959-14.1% | $6,031-0.9% | $6,688-10.6% |
| Admin fee / account holder | $24,296 | $16,648+45.9% | $12,690+91.5% | $13,397+81.4% |