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 | $49,993 | $176,377-71.7% | $134,143-62.7% | $158,922-68.5% |
| Participation rate | 78.9% | 78.7%+0.2pp | 72.2%+6.8pp | 82.0%-3.0pp |
| Annual return | 17.80% | 63.63%-45.8pp | 36.33%-18.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,090 | $4,091+48.9% | $3,499+74.1% | $5,982+1.8% |
| Admin fee / account holder | $2,984 | $8,718-65.8% | $6,684-55.4% | $11,246-73.5% |