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 | $108,757 | $117,841-7.7% | $102,423+6.2% | $145,922-25.5% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 11.32% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,018 | $3,615-71.8% | $3,023-66.3% | $4,660-78.1% |
| Participant deferral / active EE | $4,050 | $5,731-29.3% | $5,053-19.9% | $6,688-39.4% |
| Admin fee / account holder | $1,387 | $13,326-89.6% | $9,451-85.3% | $13,397-89.6% |