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 | $129,027 | $106,890+20.7% | $84,015+53.6% | $152,861-15.6% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 24.43% | 104.99%-80.6pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,264 | $2,734-53.8% | $1,983-36.3% | $4,762-73.5% |
| Participant deferral / active EE | $3,544 | $4,011-11.6% | $3,239+9.4% | $5,850-39.4% |
| Admin fee / account holder | $655 | $8,285-92.1% | $6,101-89.3% | $11,596-94.4% |