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 | $70,195 | $148,534-52.7% | $135,903-48.3% | $139,434-49.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.94% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,999 | $5,243-23.7% | $4,856-17.6% | $4,751-15.8% |
| Participant deferral / active EE | $6,384 | $8,100-21.2% | $7,758-17.7% | $6,710-4.9% |
| Admin fee / account holder | $58,256 | $12,400+369.8% | $10,762+441.3% | $11,403+410.9% |