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 | $48,496 | $100,773-51.9% | $88,946-45.5% | $142,382-65.9% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 12.08% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,027 | $2,918-30.5% | $2,555-20.7% | $4,299-52.8% |
| Participant deferral / active EE | $3,680 | $5,230-29.6% | $4,581-19.7% | $6,507-43.5% |
| Admin fee / account holder | $37,551 | $9,693+287.4% | $8,261+354.6% | $12,624+197.5% |