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 | $91,010 | $138,065-34.1% | $123,544-26.3% | $135,375-32.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 0.59% | 153.68%-153.1pp | 119.20%-118.6pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,844 | $5,151-44.8% | $4,628-38.5% | $4,779-40.5% |
| Participant deferral / active EE | $4,775 | $6,799-29.8% | $6,426-25.7% | $5,609-14.9% |
| Admin fee / account holder | $3,384 | $10,916-69.0% | $9,284-63.5% | $10,827-68.7% |