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 | $79,926 | $115,770-31.0% | $101,248-21.1% | $158,922-49.7% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 15.08% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,394 | $4,175-66.6% | $3,660-61.9% | $4,761-70.7% |
| Participant deferral / active EE | $2,368 | $4,957-52.2% | $4,370-45.8% | $5,982-60.4% |
| Admin fee / account holder | $599 | $7,245-91.7% | $5,945-89.9% | $11,246-94.7% |