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 | $101,386 | $125,758-19.4% | $169,993-40.4% | $75,163+34.9% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.0%+3.3pp | 67.2%+23.1pp |
| Annual return | 20.39% | 27.20%-6.8pp | 53.37%-33.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,454 | $4,615-68.5% | $6,785-78.6% | $2,670-45.6% |
| Participant deferral / active EE | $6,075 | $6,837-11.1% | $10,408-41.6% | $4,125+47.3% |
| Admin fee / account holder | $1,581 | $8,173-80.7% | $12,815-87.7% | $5,651-72.0% |