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 | $93,734 | $111,535-16.0% | $105,223-10.9% | $137,256-31.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 17.63% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,860 | $3,939+74.1% | $3,689+86.0% | $4,156+65.1% |
| Participant deferral / active EE | $6,046 | $5,500+9.9% | $5,072+19.2% | $6,407-5.6% |
| Admin fee / account holder | $10,286 | $9,721+5.8% | $8,859+16.1% | $12,270-16.2% |