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 | $56,028 | $183,519-69.5% | $155,509-64.0% | $145,922-61.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 13.13% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,337 | $5,313-18.4% | $4,672-7.2% | $4,660-6.9% |
| Participant deferral / active EE | $9,324 | $6,462+44.3% | $5,626+65.7% | $6,688+39.4% |
| Admin fee / account holder | $16,759 | $19,313-13.2% | $15,912+5.3% | $13,397+25.1% |