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 | $33,700 | $118,849-71.6% | $96,562-65.1% | $167,490-79.9% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 15.11% | 50.49%-35.4pp | 37.78%-22.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,949 | $3,120-37.5% | $2,356-17.3% | $4,837-59.7% |
| Participant deferral / active EE | $5,437 | $4,616+17.8% | $3,849+41.3% | $6,341-14.3% |
| Admin fee / account holder | $8,211 | $8,065+1.8% | $6,181+32.8% | $12,309-33.3% |