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 | $160,640 | $124,425+29.1% | $112,040+43.4% | $137,256+17.0% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 10.60% | 24.72%-14.1pp | 24.52%-13.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,500 | $3,411-26.7% | $2,954-15.4% | $4,156-39.8% |
| Participant deferral / active EE | $4,035 | $5,718-29.4% | $5,098-20.8% | $6,407-37.0% |
| Admin fee / account holder | $20,913 | $15,207+37.5% | $12,098+72.9% | $12,270+70.4% |