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 | $32,200 | $43,723-26.4% | $121,196-73.4% | $64,186-49.8% |
| Participation rate | 71.4% | 58.3%+13.1pp | 71.7%-0.3pp | 69.6%+1.9pp |
| Annual return | -3.47% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,345 | $1,296+3.8% | $4,022-66.5% | $2,381-43.5% |
| Participant deferral / active EE | $2,521 | $2,280+10.6% | $3,344-24.6% | $3,470-27.3% |
| Admin fee / account holder | $9,263 | $3,501+164.6% | $5,019+84.5% | $4,888+89.5% |