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 | $99,529 | $176,812-43.7% | $146,665-32.1% | $167,490-40.6% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 10.48% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,322 | $5,160-16.3% | $4,136+4.5% | $4,837-10.7% |
| Participant deferral / active EE | $2,244 | $6,440-65.2% | $5,506-59.3% | $6,341-64.6% |
| Admin fee / account holder | $1,859 | $13,259-86.0% | $10,280-81.9% | $12,309-84.9% |