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 | $133,967 | $77,899+72.0% | $149,673-10.5% | $75,163+78.2% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 20.44% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,944 | $3,137-38.1% | $4,818-59.7% | $2,670-27.2% |
| Participant deferral / active EE | $6,271 | $3,411+83.8% | $5,680+10.4% | $4,125+52.0% |
| Admin fee / account holder | $14,870 | $5,956+149.7% | $13,210+12.6% | $5,651+163.1% |