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 | $108,408 | $91,190+18.9% | $178,490-39.3% | $79,858+35.8% |
| Participation rate | 82.8% | 69.2%+13.6pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 17.41% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,304 | $3,256-60.0% | $5,011-74.0% | $2,471-47.2% |
| Participant deferral / active EE | $4,027 | $3,236+24.4% | $5,202-22.6% | $3,740+7.7% |
| Admin fee / account holder | $10,610 | $6,751+57.2% | $13,984-24.1% | $5,306+100.0% |