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 | $66,296 | $96,635-31.4% | $86,612-23.5% | $139,434-52.5% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 19.74% | 106.41%-86.7pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,798 | $3,263+77.7% | $3,022+91.8% | $4,751+22.0% |
| Participant deferral / active EE | $8,861 | $4,836+83.2% | $4,438+99.7% | $6,710+32.1% |
| Admin fee / account holder | $5,730 | $6,408-10.6% | $5,614+2.1% | $11,403-49.8% |