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 | $144,089 | $124,281+15.9% | $109,143+32.0% | $167,490-14.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 14.21% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,177 | $5,255-1.5% | $4,653+11.3% | $6,341-18.4% |
| Admin fee / account holder | $7,896 | $7,970-0.9% | $6,752+16.9% | $12,309-35.8% |