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 | $106,398 | $124,425-14.5% | $112,040-5.0% | $137,256-22.5% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 14.48% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,294 | $3,411-32.8% | $2,954-22.3% | $4,156-44.8% |
| Participant deferral / active EE | $6,653 | $5,718+16.3% | $5,098+30.5% | $6,407+3.8% |
| Admin fee / account holder | $3,918 | $15,207-74.2% | $12,098-67.6% | $12,270-68.1% |