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 | $74,233 | $157,256-52.8% | $141,162-47.4% | $152,861-51.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.01% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,337 | $5,261-55.6% | $4,735-50.7% | $4,762-50.9% |
| Participant deferral / active EE | $5,067 | $7,109-28.7% | $6,709-24.5% | $5,850-13.4% |
| Admin fee / account holder | $447 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |