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 | $75,119 | $137,414-45.3% | $189,513-60.4% | $85,850-12.5% |
| Participation rate | 80.6% | 84.6%-4.1pp | 87.8%-7.3pp | 69.3%+11.2pp |
| Annual return | 13.36% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,081 | $4,344-52.1% | $6,162-66.2% | $2,565-18.9% |
| Participant deferral / active EE | $3,293 | $6,260-47.4% | $8,221-59.9% | $3,952-16.7% |
| Admin fee / account holder | $2,645 | $8,630-69.3% | $12,045-78.0% | $6,260-57.7% |