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 | $130,672 | $226,064-42.2% | $182,532-28.4% | $152,861-14.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 21.50% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $4,008 | $4,978-19.5% | $4,076-1.7% | $4,762-15.8% |
| Participant deferral / active EE | $9,568 | $6,368+50.3% | $5,524+73.2% | $5,850+63.6% |
| Admin fee / account holder | $36,020 | $10,703+236.5% | $8,592+319.2% | $11,596+210.6% |