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 | $114,800 | $101,069+13.6% | $81,478+40.9% | $147,584-22.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 22.08% | 32.40%-10.3pp | 38.78%-16.7pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,600 | $3,205-18.9% | $2,568+1.3% | $4,876-46.7% |
| Participant deferral / active EE | $7,200 | $4,242+69.7% | $3,537+103.6% | $5,439+32.4% |
| Admin fee / account holder | $17,760 | $5,812+205.6% | $4,561+289.4% | $10,885+63.2% |