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 | $101,341 | $157,256-35.6% | $141,162-28.2% | $152,861-33.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 39.66% | 64.32%-24.7pp | 71.39%-31.7pp | 345.32%-305.7pp |
| Employer contribution / active EE | $4,200 | $5,261-20.2% | $4,735-11.3% | $4,762-11.8% |
| Participant deferral / active EE | $11,550 | $7,109+62.5% | $6,709+72.2% | $5,850+97.4% |
| Admin fee / account holder | $598 | $12,120-95.1% | $10,261-94.2% | $11,596-94.8% |