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 | $94,648 | $99,985-5.3% | $146,665-35.5% | $85,850+10.2% |
| Participation rate | 88.6% | 73.1%+15.5pp | 80.1%+8.5pp | 69.3%+19.3pp |
| Annual return | 21.34% | 18.93%+2.4pp | 22.74%-1.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,952 | $4,006+23.6% | $5,506-10.1% | $3,952+25.3% |
| Admin fee / account holder | $20,275 | $7,702+163.2% | $10,280+97.2% | $6,260+223.9% |