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 6-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 | $54,720 | $157,256-65.2% | $141,162-61.2% | $152,861-64.2% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 20.97% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,815 | $5,261-65.5% | $4,735-61.7% | $4,762-61.9% |
| Participant deferral / active EE | $4,840 | $7,109-31.9% | $6,709-27.9% | $5,850-17.3% |
| Admin fee / account holder | $547 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |