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 | $38,761 | $157,256-75.4% | $141,162-72.5% | $152,861-74.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.49% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,237 | $5,261-57.5% | $4,735-52.8% | $4,762-53.0% |
| Participant deferral / active EE | $6,186 | $7,109-13.0% | $6,709-7.8% | $5,850+5.7% |
| Admin fee / account holder | $1,068 | $12,120-91.2% | $10,261-89.6% | $11,596-90.8% |