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 | $55,789 | $106,890-47.8% | $84,015-33.6% | $152,861-63.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 69.0%+15.2pp | 82.4%+1.8pp |
| Annual return | 22.02% | 104.99%-83.0pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,602 | $2,734-41.4% | $1,983-19.2% | $4,762-66.4% |
| Participant deferral / active EE | $3,060 | $4,011-23.7% | $3,239-5.5% | $5,850-47.7% |
| Admin fee / account holder | $989 | $8,285-88.1% | $6,101-83.8% | $11,596-91.5% |