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 | $77,917 | $157,256-50.5% | $141,162-44.8% | $152,861-49.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 26.13% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,549 | $5,261-51.6% | $4,735-46.2% | $4,762-46.5% |
| Participant deferral / active EE | $5,053 | $7,109-28.9% | $6,709-24.7% | $5,850-13.6% |
| Admin fee / account holder | $3,891 | $12,120-67.9% | $10,261-62.1% | $11,596-66.4% |