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 | $106,657 | $87,013+22.6% | $106,213+0.4% | $80,856+31.9% |
| Participation rate | 86.5% | 70.4%+16.1pp | 75.3%+11.2pp | 67.6%+18.8pp |
| Annual return | 15.86% | 17.05%-1.2pp | 116.14%-100.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,011 | $2,395-57.8% | $3,171-68.1% | $2,755-63.3% |
| Participant deferral / active EE | $3,821 | $3,986-4.1% | $5,016-23.8% | $4,296-11.0% |
| Admin fee / account holder | $790 | $8,431-90.6% | $11,033-92.8% | $6,918-88.6% |