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 | $48,697 | $209,336-76.7% | $197,124-75.3% | $137,256-64.5% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 22.19% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,818 | $6,591-42.1% | $6,227-38.7% | $4,156-8.1% |
| Participant deferral / active EE | $10,018 | $9,614+4.2% | $9,135+9.7% | $6,407+56.4% |
| Admin fee / account holder | $335 | $17,308-98.1% | $16,298-97.9% | $12,270-97.3% |