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 5-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 | $67,606 | $117,841-42.6% | $102,423-34.0% | $145,922-53.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.15% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,508 | $3,615-58.3% | $3,023-50.1% | $4,660-67.6% |
| Participant deferral / active EE | $2,045 | $5,731-64.3% | $5,053-59.5% | $6,688-69.4% |
| Admin fee / account holder | $647 | $13,326-95.1% | $9,451-93.2% | $13,397-95.2% |