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 | $80,450 | $178,174-54.8% | $156,181-48.5% | $137,256-41.4% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 12.30% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,586 | $4,972-27.9% | $4,294-16.5% | $4,156-13.7% |
| Participant deferral / active EE | $12,056 | $6,888+75.0% | $6,132+96.6% | $6,407+88.2% |
| Admin fee / account holder | $33,781 | $17,404+94.1% | $14,586+131.6% | $12,270+175.3% |