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 | $90,386 | $86,286+4.8% | $111,297-18.8% | $85,850+5.3% |
| Participation rate | 87.1% | 73.3%+13.8pp | 77.3%+9.8pp | 69.3%+17.8pp |
| Annual return | 26.17% | 19.99%+6.2pp | 54.65%-28.5pp | 318.53%-292.4pp |
| Employer contribution / active EE | $1,418 | $2,043-30.6% | $2,731-48.1% | $2,565-44.7% |
| Participant deferral / active EE | $4,769 | $3,641+31.0% | $4,487+6.3% | $3,952+20.7% |
| Admin fee / account holder | $9,756 | $8,188+19.2% | $7,964+22.5% | $6,260+55.9% |