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 | $156,378 | $183,592-14.8% | $155,567+0.5% | $145,959+7.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 8.79% | 61.24%-52.5pp | 64.74%-55.9pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,859 | $5,315-65.0% | $4,674-60.2% | $4,661-60.1% |
| Participant deferral / active EE | $7,044 | $6,464+9.0% | $5,628+25.2% | $6,689+5.3% |
| Admin fee / account holder | $647 | $19,318-96.7% | $15,916-95.9% | $13,398-95.2% |