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 | $100,632 | $117,841-14.6% | $102,423-1.7% | $145,922-31.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 15.05% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,427 | $3,615-60.5% | $3,023-52.8% | $4,660-69.4% |
| Participant deferral / active EE | $2,722 | $5,731-52.5% | $5,053-46.1% | $6,688-59.3% |
| Admin fee / account holder | $1,678 | $13,326-87.4% | $9,451-82.2% | $13,397-87.5% |