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 | $116,747 | $183,519-36.4% | $155,509-24.9% | $145,922-20.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 18.32% | 61.17%-42.8pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,994 | $5,313-24.8% | $4,672-14.5% | $4,660-14.3% |
| Participant deferral / active EE | $6,859 | $6,462+6.1% | $5,626+21.9% | $6,688+2.6% |
| Admin fee / account holder | $588 | $19,313-97.0% | $15,912-96.3% | $13,397-95.6% |