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 | $108,884 | $114,381-4.8% | $107,525+1.3% | $142,382-23.5% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 13.93% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,509 | $4,015+111.9% | $3,754+126.7% | $4,299+97.9% |
| Participant deferral / active EE | $7,352 | $5,564+32.1% | $5,116+43.7% | $6,507+13.0% |
| Admin fee / account holder | $19,759 | $9,860+100.4% | $8,919+121.5% | $12,624+56.5% |