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 | $98,395 | $104,907-6.2% | $84,611+16.3% | $152,861-35.6% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.4%+9.2pp |
| Annual return | 25.15% | 373.79%-348.6pp | 258.74%-233.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,182 | $3,302-33.9% | $2,652-17.7% | $4,762-54.2% |
| Participant deferral / active EE | $5,430 | $4,688+15.8% | $3,899+39.3% | $5,850-7.2% |
| Admin fee / account holder | $2,093 | $6,241-66.5% | $4,912-57.4% | $11,596-81.9% |