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 | $122,904 | $116,175+5.8% | $93,606+31.3% | $152,861-19.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 21.12% | 35.96%-14.8pp | 32.76%-11.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,283 | $3,218-60.1% | $2,718-52.8% | $4,762-73.1% |
| Participant deferral / active EE | $4,699 | $4,603+2.1% | $4,069+15.5% | $5,850-19.7% |
| Admin fee / account holder | $1,199 | $10,748-88.8% | $7,888-84.8% | $11,596-89.7% |