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 | $105,888 | $98,750+7.2% | $149,696-29.3% | $79,858+32.6% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 12.38% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,597 | $3,216-19.3% | $4,644-44.1% | $2,471+5.1% |
| Participant deferral / active EE | $6,313 | $5,680+11.1% | $6,842-7.7% | $3,740+68.8% |
| Admin fee / account holder | $21,968 | $6,053+263.0% | $9,309+136.0% | $5,306+314.0% |