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 | $47,204 | $165,335-71.4% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 20.20% | 348.15%-327.9pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,227 | $5,103-56.4% | $4,644-52.0% | $4,761-53.2% |
| Participant deferral / active EE | $8,406 | $7,181+17.1% | $6,842+22.9% | $5,982+40.5% |
| Admin fee / account holder | $1,108 | $10,807-89.7% | $9,309-88.1% | $11,246-90.1% |