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 | $128,732 | $148,534-13.3% | $135,903-5.3% | $139,434-7.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.33% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,704 | $5,243-67.5% | $4,856-64.9% | $4,751-64.1% |
| Participant deferral / active EE | $7,191 | $8,100-11.2% | $7,758-7.3% | $6,710+7.2% |
| Admin fee / account holder | $1,673 | $12,400-86.5% | $10,762-84.5% | $11,403-85.3% |