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 | $33,366 | $133,922-75.1% | $116,228-71.3% | $142,382-76.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 10.50% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,006 | $3,446-12.8% | $2,994+0.4% | $4,299-30.1% |
| Participant deferral / active EE | $4,380 | $5,672-22.8% | $4,953-11.6% | $6,507-32.7% |
| Admin fee / account holder | $6,649 | $14,945-55.5% | $11,989-44.5% | $12,624-47.3% |