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 | $120,569 | $103,376+16.6% | $87,100+38.4% | $152,861-21.1% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 18.17% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $972 | $3,220-69.8% | $2,521-61.5% | $4,762-79.6% |
| Participant deferral / active EE | $2,703 | $4,778-43.4% | $4,049-33.2% | $5,850-53.8% |
| Admin fee / account holder | $18,473 | $12,205+51.4% | $7,497+146.4% | $11,596+59.3% |