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 | $55,274 | $109,817-49.7% | $98,442-43.9% | $167,490-67.0% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 10.23% | 1956.69%-1946.5pp | 1492.73%-1482.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,257 | $3,224-30.0% | $2,960-23.8% | $4,837-53.4% |
| Participant deferral / active EE | $5,436 | $4,673+16.3% | $4,276+27.1% | $6,341-14.3% |
| Admin fee / account holder | $4,083 | $6,753-39.5% | $5,949-31.4% | $12,309-66.8% |