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 | $56,830 | $127,777-55.5% | $106,548-46.7% | $167,490-66.1% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.4pp | 82.1%-8.4pp |
| Annual return | 8.47% | 33.87%-25.4pp | 26.80%-18.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,222 | $3,427-35.2% | $2,819-21.2% | $4,837-54.1% |
| Participant deferral / active EE | $4,216 | $5,087-17.1% | $4,398-4.1% | $6,341-33.5% |
| Admin fee / account holder | $1,785 | $11,228-84.1% | $7,407-75.9% | $12,309-85.5% |