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 | $146,769 | $100,754+45.7% | $86,677+69.3% | $134,475+9.1% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -19.28% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,838 | $3,489-18.7% | $2,836+0.1% | $4,740-40.1% |
| Participant deferral / active EE | $8,219 | $5,338+54.0% | $4,656+76.5% | $6,400+28.4% |
| Admin fee / account holder | $674 | $10,926-93.8% | $7,493-91.0% | $11,426-94.1% |