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 | $134,465 | $124,425+8.1% | $112,040+20.0% | $137,256-2.0% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 15.17% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,581 | $3,411+63.6% | $2,954+88.9% | $4,156+34.3% |
| Participant deferral / active EE | $12,636 | $5,718+121.0% | $5,098+147.9% | $6,407+97.2% |
| Admin fee / account holder | $14,684 | $15,207-3.4% | $12,098+21.4% | $12,270+19.7% |