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 | $53,676 | $49,227+9.0% | $70,449-23.8% | $79,858-32.8% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 12.28% | 30.06%-17.8pp | 109.03%-96.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,008 | $2,099-4.3% | $2,737-26.6% | $2,471-18.7% |
| Participant deferral / active EE | $1,210 | $2,768-56.3% | $3,709-67.4% | $3,740-67.6% |
| Admin fee / account holder | $2,274 | $2,878-21.0% | $3,845-40.9% | $5,306-57.1% |