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 | $126,664 | $89,753+41.1% | $107,525+17.8% | $84,808+49.4% |
| Participation rate | 94.9% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 16.23% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,519 | $3,113+13.0% | $3,754-6.3% | $2,631+33.7% |
| Participant deferral / active EE | $8,748 | $4,056+115.7% | $5,116+71.0% | $4,212+107.7% |
| Admin fee / account holder | $1,069 | $7,222-85.2% | $8,919-88.0% | $7,344-85.4% |