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 5-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 | $68,079 | $105,181-35.3% | $159,436-57.3% | $85,850-20.7% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 16.49% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,979 | $3,318-40.3% | $4,829-59.0% | $2,565-22.8% |
| Participant deferral / active EE | $3,704 | $5,945-37.7% | $7,352-49.6% | $3,952-6.3% |
| Admin fee / account holder | $624 | $6,933-91.0% | $10,799-94.2% | $6,260-90.0% |