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 | $100,112 | $73,933+35.4% | $96,683+3.5% | $75,163+33.2% |
| Participation rate | 87.7% | 66.4%+21.2pp | 74.3%+13.3pp | 67.2%+20.5pp |
| Annual return | 17.89% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $7,661 | $2,928+161.7% | $3,737+105.0% | $2,670+186.9% |
| Participant deferral / active EE | $5,440 | $3,659+48.7% | $4,878+11.5% | $4,125+31.9% |
| Admin fee / account holder | $3,861 | $5,216-26.0% | $6,730-42.6% | $5,651-31.7% |