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 | $64,666 | $117,381-44.9% | $99,443-35.0% | $152,861-57.7% |
| Participation rate | 76.9% | 77.5%-0.6pp | 73.8%+3.1pp | 82.4%-5.5pp |
| Annual return | 28.00% | 31.87%-3.9pp | 30.72%-2.7pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,841 | $3,013-38.9% | $2,540-27.5% | $4,762-61.4% |
| Participant deferral / active EE | $6,073 | $4,086+48.6% | $3,619+67.8% | $5,850+3.8% |
| Admin fee / account holder | $834 | $7,631-89.1% | $6,250-86.7% | $11,596-92.8% |