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 | $58,234 | $159,934-63.6% | $147,005-60.4% | $145,959-60.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 24.49% | 98.24%-73.8pp | 418.76%-394.3pp | 561.95%-537.5pp |
| Employer contribution / active EE | $3,022 | $5,287-42.8% | $4,934-38.8% | $4,661-35.2% |
| Participant deferral / active EE | $12,665 | $8,427+50.3% | $8,070+56.9% | $6,689+89.4% |
| Admin fee / account holder | $1,194 | $15,053-92.1% | $13,006-90.8% | $13,398-91.1% |