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 | $113,760 | $98,750+15.2% | $149,696-24.0% | $79,858+42.5% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,169 | $3,216-63.7% | $4,644-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $9,598 | $5,680+69.0% | $6,842+40.3% | $3,740+156.6% |
| Admin fee / account holder | $1,536 | $6,053-74.6% | $9,309-83.5% | $5,306-71.0% |