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 | $62,784 | $202,318-69.0% | $172,739-63.7% | $152,861-58.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 26.36% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,670 | $5,856-54.4% | $5,143-48.1% | $4,762-43.9% |
| Participant deferral / active EE | $8,612 | $5,948+44.8% | $5,198+65.7% | $5,850+47.2% |
| Admin fee / account holder | $9,334 | $17,109-45.4% | $13,954-33.1% | $11,596-19.5% |