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 | $102,332 | $178,174-42.6% | $156,181-34.5% | $137,256-25.4% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 13.64% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,838 | $4,972-42.9% | $4,294-33.9% | $4,156-31.7% |
| Participant deferral / active EE | $3,302 | $6,888-52.1% | $6,132-46.2% | $6,407-48.5% |
| Admin fee / account holder | $1,669 | $17,404-90.4% | $14,586-88.6% | $12,270-86.4% |