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 | $113,020 | $110,257+2.5% | $96,544+17.1% | $139,434-18.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.84% | 26.32%-14.5pp | 25.84%-14.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,560 | $3,620-56.9% | $2,965-47.4% | $4,751-67.2% |
| Participant deferral / active EE | $2,595 | $5,548-53.2% | $4,851-46.5% | $6,710-61.3% |
| Admin fee / account holder | $35,949 | $11,591+210.1% | $8,252+335.6% | $11,403+215.3% |