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 | $109,000 | $168,632-35.4% | $147,614-26.2% | $125,391-13.1% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 0.12% | 77.65%-77.5pp | 61.98%-61.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,891 | $6,252-69.8% | $5,564-66.0% | $4,866-61.1% |
| Participant deferral / active EE | $10,868 | $5,507+97.4% | $4,895+122.0% | $5,352+103.1% |
| Admin fee / account holder | $1,546 | $13,580-88.6% | $11,611-86.7% | $9,540-83.8% |