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 | $50,791 | $157,256-67.7% | $141,162-64.0% | $152,861-66.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 27.29% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,283 | $5,261-75.6% | $4,735-72.9% | $4,762-73.1% |
| Participant deferral / active EE | $6,108 | $7,109-14.1% | $6,709-9.0% | $5,850+4.4% |
| Admin fee / account holder | $6,175 | $12,120-49.0% | $10,261-39.8% | $11,596-46.7% |