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 | $113,694 | $135,952-16.4% | $123,892-8.2% | $273,961-58.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.46% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,294 | $5,170-55.6% | $4,617-50.3% | $4,869-52.9% |
| Participant deferral / active EE | $4,603 | $6,343-27.4% | $5,984-23.1% | $5,287-12.9% |
| Admin fee / account holder | $21,253 | $9,817+116.5% | $8,357+154.3% | $10,132+109.8% |