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 | $118,440 | $226,064-47.6% | $182,532-35.1% | $152,861-22.5% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 16.73% | 192.51%-175.8pp | 148.54%-131.8pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,158 | $4,978-36.6% | $4,076-22.5% | $4,762-33.7% |
| Participant deferral / active EE | $4,210 | $6,368-33.9% | $5,524-23.8% | $5,850-28.0% |
| Admin fee / account holder | $1,695 | $10,703-84.2% | $8,592-80.3% | $11,596-85.4% |