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 | $121,121 | $142,405-14.9% | $115,157+5.2% | $152,861-20.8% |
| Participation rate | 92.3% | 82.4%+10.0pp | 75.9%+16.4pp | 82.4%+9.9pp |
| Annual return | 10.51% | 41.48%-31.0pp | 35.60%-25.1pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,651 | $4,010-58.8% | $3,179-48.1% | $4,762-65.3% |
| Participant deferral / active EE | $3,838 | $5,164-25.7% | $4,168-7.9% | $5,850-34.4% |
| Admin fee / account holder | $4,845 | $8,462-42.7% | $7,088-31.6% | $11,596-58.2% |