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 | $63,592 | $159,901-60.2% | $146,958-56.7% | $145,922-56.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 12.88% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,106 | $5,286-22.3% | $4,933-16.8% | $4,660-11.9% |
| Participant deferral / active EE | $6,822 | $8,428-19.1% | $8,070-15.5% | $6,688+2.0% |
| Admin fee / account holder | $1,730 | $15,044-88.5% | $12,998-86.7% | $13,397-87.1% |