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 | $128,560 | $107,334+19.8% | $92,893+38.4% | $152,861-15.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 19.61% | 145.58%-126.0pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $7,155 | $4,221+69.5% | $3,653+95.9% | $4,762+50.2% |
| Participant deferral / active EE | $6,864 | $4,845+41.7% | $4,236+62.0% | $5,850+17.3% |
| Admin fee / account holder | $5,185 | $7,079-26.8% | $5,794-10.5% | $11,596-55.3% |