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 | $73,892 | $175,202-57.8% | $149,673-50.6% | $139,434-47.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.33% | 166.71%-120.4pp | 134.42%-88.1pp | 372.94%-326.6pp |
| Employer contribution / active EE | $1,402 | $5,474-74.4% | $4,818-70.9% | $4,751-70.5% |
| Participant deferral / active EE | $12,895 | $6,519+97.8% | $5,680+127.0% | $6,710+92.2% |
| Admin fee / account holder | $3,244 | $16,150-79.9% | $13,210-75.4% | $11,403-71.5% |