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 | $62,778 | $232,540-73.0% | $185,117-66.1% | $147,584-57.5% |
| Participation rate | 93.8% | 82.4%+11.4pp | 77.3%+16.5pp | 82.8%+10.9pp |
| Annual return | 22.30% | 43.03%-20.7pp | 40.50%-18.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,173 | $5,195-0.4% | $4,182+23.7% | $4,876+6.1% |
| Participant deferral / active EE | $8,594 | $5,834+47.3% | $5,045+70.4% | $5,439+58.0% |
| Admin fee / account holder | $846 | $10,275-91.8% | $8,159-89.6% | $10,885-92.2% |