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 | $129,819 | $77,419+67.7% | $69,455+86.9% | $152,861-15.1% |
| Participation rate | 95.2% | 78.1%+17.1pp | 74.6%+20.6pp | 82.4%+12.8pp |
| Annual return | 14.52% | 39.06%-24.5pp | 28.97%-14.4pp | 345.32%-330.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,053 | $4,414+82.4% | $3,535+127.8% | $5,850+37.6% |
| Admin fee / account holder | $1,422 | $6,207-77.1% | $3,839-63.0% | $11,596-87.7% |