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 | $48,463 | $100,754-51.9% | $86,677-44.1% | $134,475-64.0% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -17.98% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,706 | $3,489+63.5% | $2,836+101.2% | $4,740+20.4% |
| Participant deferral / active EE | $7,705 | $5,338+44.3% | $4,656+65.5% | $6,400+20.4% |
| Admin fee / account holder | $469 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |