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 | $113,788 | $165,335-31.2% | $149,696-24.0% | $158,922-28.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 12.87% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $5,629 | $5,103+10.3% | $4,644+21.2% | $4,761+18.2% |
| Participant deferral / active EE | $10,201 | $7,181+42.1% | $6,842+49.1% | $5,982+70.5% |
| Admin fee / account holder | $37,885 | $10,807+250.6% | $9,309+307.0% | $11,246+236.9% |