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 | $108,074 | $88,672+21.9% | $105,223+2.7% | $82,448+31.1% |
| Participation rate | 90.0% | 67.9%+22.1pp | 75.0%+15.0pp | 68.1%+21.9pp |
| Annual return | 28.05% | 30.86%-2.8pp | 180.65%-152.6pp | 41.64%-13.6pp |
| Employer contribution / active EE | $1,692 | $3,048-44.5% | $3,689-54.1% | $2,551-33.7% |
| Participant deferral / active EE | $3,424 | $4,036-15.2% | $5,072-32.5% | $4,139-17.3% |
| Admin fee / account holder | $2,406 | $7,146-66.3% | $8,859-72.8% | $7,234-66.7% |