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 | $117,642 | $102,317+15.0% | $146,958-19.9% | $80,856+45.5% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 18.09% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $5,115 | $3,713+37.8% | $4,933+3.7% | $2,755+85.7% |
| Participant deferral / active EE | $9,904 | $6,644+49.1% | $8,070+22.7% | $4,296+130.5% |
| Admin fee / account holder | $7,439 | $7,941-6.3% | $12,998-42.8% | $6,918+7.5% |