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 | $58,315 | $103,376-43.6% | $87,100-33.0% | $152,861-61.9% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 15.84% | 28.10%-12.3pp | 28.19%-12.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $5,133 | $3,220+59.4% | $2,521+103.6% | $4,762+7.8% |
| Participant deferral / active EE | $3,031 | $4,778-36.6% | $4,049-25.1% | $5,850-48.2% |
| Admin fee / account holder | $6,626 | $12,205-45.7% | $7,497-11.6% | $11,596-42.9% |