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 | $54,919 | $158,398-65.3% | $126,539-56.6% | $142,382-61.4% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 17.43% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,129 | $4,650-54.2% | $3,674-42.0% | $4,299-50.5% |
| Participant deferral / active EE | $4,696 | $4,767-1.5% | $4,083+15.0% | $6,507-27.8% |
| Admin fee / account holder | $5,309 | $6,918-23.3% | $6,065-12.5% | $12,624-57.9% |