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 | $49,439 | $138,065-64.2% | $123,544-60.0% | $135,375-63.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -2.72% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,480 | $5,151-51.9% | $4,628-46.4% | $4,779-48.1% |
| Participant deferral / active EE | $2,982 | $6,799-56.1% | $6,426-53.6% | $5,609-46.8% |
| Admin fee / account holder | $36,388 | $10,916+233.4% | $9,284+292.0% | $10,827+236.1% |