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 | $112,460 | $202,318-44.4% | $172,739-34.9% | $152,861-26.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 19.37% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,121 | $5,856-63.8% | $5,143-58.8% | $4,762-55.5% |
| Participant deferral / active EE | $6,133 | $5,948+3.1% | $5,198+18.0% | $5,850+4.8% |
| Admin fee / account holder | $2,259 | $17,109-86.8% | $13,954-83.8% | $11,596-80.5% |