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 | $88,228 | $172,111-48.7% | $150,298-41.3% | $137,256-35.7% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 15.01% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,263 | $4,636+13.5% | $4,154+26.7% | $4,156+26.6% |
| Participant deferral / active EE | $8,038 | $6,166+30.4% | $5,453+47.4% | $6,407+25.5% |
| Admin fee / account holder | $76,249 | $16,471+362.9% | $14,116+440.2% | $12,270+521.4% |