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 | $99,896 | $157,256-36.5% | $141,162-29.2% | $152,861-34.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.07% | 64.32%-46.3pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,197 | $5,261-77.2% | $4,735-74.7% | $4,762-74.9% |
| Participant deferral / active EE | $11,020 | $7,109+55.0% | $6,709+64.3% | $5,850+88.4% |
| Admin fee / account holder | $14,935 | $12,120+23.2% | $10,261+45.5% | $11,596+28.8% |