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 | $56,100 | $116,175-51.7% | $93,606-40.1% | $152,861-63.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 17.40% | 35.96%-18.6pp | 32.76%-15.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,179 | $3,218-32.3% | $2,718-19.8% | $4,762-54.3% |
| Participant deferral / active EE | $3,280 | $4,603-28.8% | $4,069-19.4% | $5,850-43.9% |
| Admin fee / account holder | $17,008 | $10,748+58.2% | $7,888+115.6% | $11,596+46.7% |