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 | $123,134 | $177,572-30.7% | $154,803-20.5% | $142,382-13.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.39% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,086 | $4,810+88.9% | $4,305+111.0% | $4,299+111.4% |
| Participant deferral / active EE | $5,167 | $6,272-17.6% | $5,540-6.8% | $6,507-20.6% |
| Admin fee / account holder | $571 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |