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 | $28,692 | $157,256-81.8% | $141,162-79.7% | $152,861-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.43% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $5,984 | $5,261+13.7% | $4,735+26.4% | $4,762+25.6% |
| Participant deferral / active EE | $11,600 | $7,109+63.2% | $6,709+72.9% | $5,850+98.3% |
| Admin fee / account holder | $4,751 | $12,120-60.8% | $10,261-53.7% | $11,596-59.0% |