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 | $92,420 | $81,208+13.8% | $98,907-6.6% | $79,858+15.7% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 18.15% | 60.99%-42.8pp | 196.43%-178.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,031 | $1,960+3.6% | $2,689-24.5% | $2,471-17.8% |
| Participant deferral / active EE | $5,955 | $3,265+82.4% | $4,244+40.3% | $3,740+59.2% |
| Admin fee / account holder | $6,854 | $6,013+14.0% | $6,642+3.2% | $5,306+29.2% |