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 | $74,536 | $179,726-58.5% | $156,263-52.3% | $142,382-47.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 27.33% | 77.86%-50.5pp | 59.47%-32.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $15,617 | $5,069+208.1% | $4,333+260.4% | $4,299+263.3% |
| Participant deferral / active EE | $13,989 | $6,956+101.1% | $6,158+127.2% | $6,507+115.0% |
| Admin fee / account holder | $534 | $17,272-96.9% | $14,255-96.3% | $12,624-95.8% |