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 | $79,040 | $106,515-25.8% | $96,683-18.2% | $139,434-43.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.77% | 38.43%-22.7pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,353 | $4,103-67.0% | $3,737-63.8% | $4,751-71.5% |
| Participant deferral / active EE | $7,980 | $5,454+46.3% | $4,878+63.6% | $6,710+18.9% |
| Admin fee / account holder | $342 | $7,877-95.7% | $6,730-94.9% | $11,403-97.0% |