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 | $105,186 | $157,256-33.1% | $141,162-25.5% | $152,861-31.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 17.40% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,838 | $5,261-46.1% | $4,735-40.1% | $4,762-40.4% |
| Participant deferral / active EE | $6,773 | $7,109-4.7% | $6,709+1.0% | $5,850+15.8% |
| Admin fee / account holder | $1,626 | $12,120-86.6% | $10,261-84.1% | $11,596-86.0% |