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 | $101,071 | $100,041+1.0% | $149,718-32.5% | $70,131+44.1% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 16.82% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,469 | $3,662-32.6% | $5,445-54.7% | $2,342+5.4% |
| Participant deferral / active EE | $5,453 | $4,983+9.4% | $6,569-17.0% | $3,332+63.7% |
| Admin fee / account holder | $7,825 | $8,286-5.6% | $11,283-30.6% | $4,645+68.5% |