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 | $31,079 | $102,966-69.8% | $90,281-65.6% | $152,861-79.7% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 25.22% | 95.16%-69.9pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,505 | $3,139-20.2% | $2,854-12.2% | $4,762-47.4% |
| Participant deferral / active EE | $5,234 | $4,281+22.3% | $3,885+34.7% | $5,850-10.5% |
| Admin fee / account holder | $16,657 | $6,171+169.9% | $5,351+211.3% | $11,596+43.6% |