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 | $31,644 | $133,958-76.4% | $112,228-71.8% | $134,475-76.5% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -16.88% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,451 | $4,038-64.1% | $3,635-60.1% | $4,740-69.4% |
| Participant deferral / active EE | $2,630 | $5,291-50.3% | $4,728-44.4% | $6,400-58.9% |
| Admin fee / account holder | $3,713 | $7,489-50.4% | $6,410-42.1% | $11,426-67.5% |