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 | $57,015 | $157,256-63.7% | $141,162-59.6% | $152,861-62.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.18% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,041 | $5,261-42.2% | $4,735-35.8% | $4,762-36.2% |
| Participant deferral / active EE | $6,368 | $7,109-10.4% | $6,709-5.1% | $5,850+8.8% |
| Admin fee / account holder | $902 | $12,120-92.6% | $10,261-91.2% | $11,596-92.2% |