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 | $78,158 | $157,256-50.3% | $141,162-44.6% | $152,861-48.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 16.89% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,260 | $5,261-57.0% | $4,735-52.3% | $4,762-52.5% |
| Participant deferral / active EE | $7,616 | $7,109+7.1% | $6,709+13.5% | $5,850+30.2% |
| Admin fee / account holder | $34,557 | $12,120+185.1% | $10,261+236.8% | $11,596+198.0% |