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 | $99,040 | $152,587-35.1% | $125,175-20.9% | $152,861-35.2% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 19.89% | 54.84%-34.9pp | 43.79%-23.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,048 | $4,946-58.6% | $3,865-47.0% | $4,762-57.0% |
| Participant deferral / active EE | $3,755 | $5,868-36.0% | $4,937-23.9% | $5,850-35.8% |
| Admin fee / account holder | $63,633 | $13,434+373.7% | $9,702+555.9% | $11,596+448.7% |