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 | $48,121 | $116,175-58.6% | $93,606-48.6% | $152,861-68.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.87% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,820 | $3,218-43.5% | $2,718-33.1% | $4,762-61.8% |
| Participant deferral / active EE | $2,840 | $4,603-38.3% | $4,069-30.2% | $5,850-51.4% |
| Admin fee / account holder | $10,547 | $10,748-1.9% | $7,888+33.7% | $11,596-9.1% |