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 | $108,088 | $176,056-38.6% | $159,436-32.2% | $167,490-35.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.23% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,500 | $5,297-33.9% | $4,829-27.5% | $4,837-27.6% |
| Participant deferral / active EE | $4,958 | $7,750-36.0% | $7,352-32.6% | $6,341-21.8% |
| Admin fee / account holder | $2,318 | $12,554-81.5% | $10,799-78.5% | $12,309-81.2% |