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 | $133,338 | $103,376+29.0% | $87,100+53.1% | $152,861-12.8% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 26.85% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,783 | $3,220-44.6% | $2,521-29.3% | $4,762-62.6% |
| Participant deferral / active EE | $4,083 | $4,778-14.6% | $4,049+0.8% | $5,850-30.2% |
| Admin fee / account holder | $3,423 | $12,205-72.0% | $7,497-54.3% | $11,596-70.5% |