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 | $101,036 | $125,758-19.7% | $169,993-40.6% | $75,163+34.4% |
| Participation rate | 98.2% | 83.6%+14.6pp | 87.0%+11.2pp | 67.2%+31.0pp |
| Annual return | 18.36% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,653 | $4,615-20.8% | $6,785-46.2% | $2,670+36.8% |
| Participant deferral / active EE | $7,576 | $6,837+10.8% | $10,408-27.2% | $4,125+83.7% |
| Admin fee / account holder | $11,557 | $8,173+41.4% | $12,815-9.8% | $5,651+104.5% |