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 | $129,117 | $154,117-16.2% | $129,995-0.7% | $139,434-7.4% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 14.07% | 32.48%-18.4pp | -137.18%+151.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,124 | $5,289+15.8% | $4,320+41.8% | $4,751+28.9% |
| Participant deferral / active EE | $5,091 | $6,710-24.1% | $5,820-12.5% | $6,710-24.1% |
| Admin fee / account holder | $2,523 | $14,007-82.0% | $10,614-76.2% | $11,403-77.9% |