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 | $59,981 | $140,588-57.3% | $123,104-51.3% | $125,391-52.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 1175.64% | 16.80%+1158.8pp | 13.22%+1162.4pp | 282.22%+893.4pp |
| Employer contribution / active EE | $1,977 | $6,041-67.3% | $5,151-61.6% | $4,866-59.4% |
| Participant deferral / active EE | $7,083 | $6,980+1.5% | $6,230+13.7% | $5,352+32.4% |
| Admin fee / account holder | $10,965 | $11,198-2.1% | $9,015+21.6% | $9,540+14.9% |