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 | $91,538 | $183,592-50.1% | $155,567-41.2% | $145,959-37.3% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 14.31% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,205 | $5,315-58.5% | $4,674-52.8% | $4,661-52.7% |
| Participant deferral / active EE | $6,488 | $6,464+0.4% | $5,628+15.3% | $6,689-3.0% |
| Admin fee / account holder | $1,913 | $19,318-90.1% | $15,916-88.0% | $13,398-85.7% |