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 | $111,451 | $118,450-5.9% | $98,439+13.2% | $139,434-20.1% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 17.42% | 18.94%-1.5pp | 21.16%-3.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,320 | $3,609-63.4% | $3,048-56.7% | $4,751-72.2% |
| Participant deferral / active EE | $5,508 | $5,392+2.2% | $4,738+16.3% | $6,710-17.9% |
| Admin fee / account holder | $57,415 | $14,026+309.3% | $8,948+541.7% | $11,403+403.5% |