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 | $107,230 | $72,071+48.8% | $68,368+56.8% | $137,256-21.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 14.54% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,642 | $4,410+27.9% | $4,123+36.9% | $6,407-11.9% |
| Admin fee / account holder | $38,053 | $5,336+613.2% | $5,150+638.9% | $12,270+210.1% |