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 | $79,487 | $228,332-65.2% | $185,823-57.2% | $158,922-50.0% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 14.06% | 40.80%-26.7pp | 35.95%-21.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,488 | $4,967-29.8% | $4,087-14.7% | $4,761-26.7% |
| Participant deferral / active EE | $8,946 | $6,415+39.5% | $5,632+58.8% | $5,982+49.5% |
| Admin fee / account holder | $17,667 | $11,864+48.9% | $9,500+86.0% | $11,246+57.1% |