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 | $53,866 | $43,723+23.2% | $121,196-55.6% | $64,186-16.1% |
| Participation rate | 92.5% | 58.3%+34.1pp | 71.7%+20.7pp | 69.6%+22.9pp |
| Annual return | -7.82% | 68.91%-76.7pp | 16.93%-24.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,850 | $1,296+42.7% | $4,022-54.0% | $2,381-22.3% |
| Participant deferral / active EE | $3,811 | $2,280+67.2% | $3,344+14.0% | $3,470+9.8% |
| Admin fee / account holder | $894 | $3,501-74.5% | $5,019-82.2% | $4,888-81.7% |