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 | $155,305 | $176,056-11.8% | $159,436-2.6% | $167,490-7.3% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 11.60% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,516 | $5,297-33.6% | $4,829-27.2% | $4,837-27.3% |
| Participant deferral / active EE | $10,023 | $7,750+29.3% | $7,352+36.3% | $6,341+58.1% |
| Admin fee / account holder | $59,283 | $12,554+372.2% | $10,799+449.0% | $12,309+381.6% |