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 | $110,400 | $159,901-31.0% | $146,958-24.9% | $145,922-24.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.06% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,342 | $5,286-36.8% | $4,933-32.2% | $4,660-28.3% |
| Participant deferral / active EE | $6,698 | $8,428-20.5% | $8,070-17.0% | $6,688+0.2% |
| Admin fee / account holder | $6,803 | $15,044-54.8% | $12,998-47.7% | $13,397-49.2% |