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 | $75,194 | $99,079-24.1% | $77,999-3.6% | $273,961-72.6% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 10.32% | 217.93%-207.6pp | 425.96%-415.6pp | 41.45%-31.1pp |
| Employer contribution / active EE | $787 | $3,308-76.2% | $2,470-68.1% | $4,869-83.8% |
| Participant deferral / active EE | $4,111 | $4,306-4.5% | $3,497+17.6% | $5,287-22.2% |
| Admin fee / account holder | $303 | $8,954-96.6% | $5,480-94.5% | $10,132-97.0% |