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 | $127,541 | $179,726-29.0% | $156,263-18.4% | $142,382-10.4% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 14.25% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,879 | $5,069-62.9% | $4,333-56.6% | $4,299-56.3% |
| Participant deferral / active EE | $3,204 | $6,956-53.9% | $6,158-48.0% | $6,507-50.8% |
| Admin fee / account holder | $570 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |