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 | $131,577 | $117,983+11.5% | $101,794+29.3% | $142,382-7.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.27% | 36.92%-23.6pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $20,748 | $2,773+648.3% | $2,289+806.4% | $4,299+382.6% |
| Participant deferral / active EE | $12,304 | $4,714+161.0% | $4,084+201.3% | $6,507+89.1% |
| Admin fee / account holder | $111,299 | $10,433+966.8% | $8,777+1168.1% | $12,624+781.7% |