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 | $113,176 | $202,432-44.1% | $169,368-33.2% | $139,434-18.8% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 22.97% | 531.74%-508.8pp | 405.60%-382.6pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,261 | $4,692-51.8% | $4,013-43.7% | $4,751-52.4% |
| Participant deferral / active EE | $2,763 | $6,938-60.2% | $6,221-55.6% | $6,710-58.8% |
| Admin fee / account holder | $20,211 | $10,708+88.7% | $9,003+124.5% | $11,403+77.2% |