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 | $115,043 | $89,753+28.2% | $107,525+7.0% | $84,808+35.7% |
| Participation rate | 95.6% | 68.1%+27.5pp | 75.1%+20.5pp | 68.3%+27.2pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,278 | $3,113+5.3% | $3,754-12.7% | $2,631+24.6% |
| Participant deferral / active EE | $7,545 | $4,056+86.0% | $5,116+47.5% | $4,212+79.1% |
| Admin fee / account holder | $3,112 | $7,222-56.9% | $8,919-65.1% | $7,344-57.6% |