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 | $123,386 | $183,519-32.8% | $155,509-20.7% | $145,922-15.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.09% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,907 | $5,313-64.1% | $4,672-59.2% | $4,660-59.1% |
| Participant deferral / active EE | $5,185 | $6,462-19.8% | $5,626-7.8% | $6,688-22.5% |
| Admin fee / account holder | $53,248 | $19,313+175.7% | $15,912+234.6% | $13,397+297.5% |