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 | $106,612 | $183,519-41.9% | $155,509-31.4% | $145,922-26.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.21% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $7,607 | $5,313+43.2% | $4,672+62.8% | $4,660+63.2% |
| Participant deferral / active EE | $8,335 | $6,462+29.0% | $5,626+48.2% | $6,688+24.6% |
| Admin fee / account holder | $1,232 | $19,313-93.6% | $15,912-92.3% | $13,397-90.8% |