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 | $79,672 | $100,754-20.9% | $86,677-8.1% | $134,475-40.8% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -15.15% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,785 | $3,489+37.1% | $2,836+68.7% | $4,740+1.0% |
| Participant deferral / active EE | $9,309 | $5,338+74.4% | $4,656+99.9% | $6,400+45.5% |
| Admin fee / account holder | $21,827 | $10,926+99.8% | $7,493+191.3% | $11,426+91.0% |