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 | $99,745 | $98,240+1.5% | $82,313+21.2% | $147,584-32.4% |
| Participation rate | 87.0% | 79.7%+7.2pp | 76.9%+10.1pp | 82.8%+4.1pp |
| Annual return | 18.35% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,160 | $3,192+30.3% | $2,428+71.3% | $4,876-14.7% |
| Participant deferral / active EE | $3,922 | $4,383-10.5% | $3,706+5.8% | $5,439-27.9% |
| Admin fee / account holder | $939 | $8,563-89.0% | $5,608-83.2% | $10,885-91.4% |