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 | $156,815 | $127,264+23.2% | $109,895+42.7% | $167,490-6.4% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.2%+17.1pp | 82.1%+9.2pp |
| Annual return | 12.60% | 22.97%-10.4pp | 29.45%-16.9pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,768 | $3,322+43.5% | $2,842+67.8% | $4,837-1.4% |
| Participant deferral / active EE | $4,650 | $4,514+3.0% | $4,048+14.9% | $6,341-26.7% |
| Admin fee / account holder | $1,346 | $7,114-81.1% | $6,066-77.8% | $12,309-89.1% |