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 | $124,103 | $100,773+23.2% | $88,946+39.5% | $142,382-12.8% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 22.71% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $9,113 | $2,918+212.3% | $2,555+256.7% | $4,299+112.0% |
| Participant deferral / active EE | $2,561 | $5,230-51.0% | $4,581-44.1% | $6,507-60.6% |
| Admin fee / account holder | $963 | $9,693-90.1% | $8,261-88.3% | $12,624-92.4% |