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 | $103,854 | $190,805-45.6% | $159,960-35.1% | $134,475-22.8% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -15.21% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,509 | $4,995-49.8% | $4,226-40.6% | $4,740-47.1% |
| Participant deferral / active EE | $3,469 | $6,923-49.9% | $6,182-43.9% | $6,400-45.8% |
| Admin fee / account holder | $9,543 | $10,471-8.9% | $8,698+9.7% | $11,426-16.5% |