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 | $78,727 | $154,117-48.9% | $129,995-39.4% | $139,434-43.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 15.36% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,685 | $5,289-68.1% | $4,320-61.0% | $4,751-64.5% |
| Participant deferral / active EE | $1,986 | $6,710-70.4% | $5,820-65.9% | $6,710-70.4% |
| Admin fee / account holder | $3,353 | $14,007-76.1% | $10,614-68.4% | $11,403-70.6% |