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 | $31,092 | $152,587-79.6% | $125,175-75.2% | $152,861-79.7% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 16.24% | 54.84%-38.6pp | 43.79%-27.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,314 | $4,946-53.2% | $3,865-40.1% | $4,762-51.4% |
| Participant deferral / active EE | $4,044 | $5,868-31.1% | $4,937-18.1% | $5,850-30.9% |
| Admin fee / account holder | $15,105 | $13,434+12.4% | $9,702+55.7% | $11,596+30.3% |