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 | $121,995 | $91,190+33.8% | $178,490-31.7% | $79,858+52.8% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 12.65% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,774 | $3,256-45.5% | $5,011-64.6% | $2,471-28.2% |
| Participant deferral / active EE | $3,082 | $3,236-4.8% | $5,202-40.7% | $3,740-17.6% |
| Admin fee / account holder | $3,484 | $6,751-48.4% | $13,984-75.1% | $5,306-34.3% |