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 | $112,101 | $159,901-29.9% | $146,958-23.7% | $145,922-23.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 14.72% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,805 | $5,286-65.9% | $4,933-63.4% | $4,660-61.3% |
| Participant deferral / active EE | $4,893 | $8,428-41.9% | $8,070-39.4% | $6,688-26.8% |
| Admin fee / account holder | $9,786 | $15,044-34.9% | $12,998-24.7% | $13,397-27.0% |