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 | $43,559 | $157,256-72.3% | $141,162-69.1% | $152,861-71.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.47% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,343 | $5,261-74.5% | $4,735-71.6% | $4,762-71.8% |
| Participant deferral / active EE | $3,950 | $7,109-44.4% | $6,709-41.1% | $5,850-32.5% |
| Admin fee / account holder | $5,741 | $12,120-52.6% | $10,261-44.1% | $11,596-50.5% |