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 | $109,781 | $95,561+14.9% | $77,163+42.3% | $139,434-21.3% |
| Participation rate | 90.9% | 73.9%+17.0pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 10.27% | 54.92%-44.6pp | 37.87%-27.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,482 | $3,147-52.9% | $2,535-41.5% | $4,751-68.8% |
| Participant deferral / active EE | $3,565 | $4,624-22.9% | $3,833-7.0% | $6,710-46.9% |
| Admin fee / account holder | $20,995 | $8,295+153.1% | $5,472+283.7% | $11,403+84.1% |