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 | $101,555 | $98,750+2.8% | $149,696-32.2% | $79,858+27.2% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 28.46% | 27.43%+1.0pp | 276.60%-248.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $4,496 | $3,216+39.8% | $4,644-3.2% | $2,471+82.0% |
| Participant deferral / active EE | $10,114 | $5,680+78.1% | $6,842+47.8% | $3,740+170.4% |
| Admin fee / account holder | $16,319 | $6,053+169.6% | $9,309+75.3% | $5,306+207.5% |