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 | $103,089 | $183,963-44.0% | $162,163-36.4% | $152,861-32.6% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 21.20% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,460 | $6,371-77.1% | $5,614-74.0% | $4,762-69.3% |
| Participant deferral / active EE | $3,785 | $8,034-52.9% | $7,298-48.1% | $5,850-35.3% |
| Admin fee / account holder | $500 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |