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 | $107,254 | $89,753+19.5% | $107,525-0.3% | $84,808+26.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 14.31% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,917 | $3,113+25.8% | $3,754+4.4% | $2,631+48.9% |
| Participant deferral / active EE | $4,358 | $4,056+7.4% | $5,116-14.8% | $4,212+3.5% |
| Admin fee / account holder | $12,666 | $7,222+75.4% | $8,919+42.0% | $7,344+72.5% |