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 | $102,157 | $159,602-36.0% | $150,045-31.9% | $142,382-28.3% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 19.81% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,135 | $4,961-57.0% | $4,693-54.5% | $4,299-50.3% |
| Participant deferral / active EE | $4,435 | $8,310-46.6% | $7,997-44.5% | $6,507-31.8% |
| Admin fee / account holder | $27,741 | $14,846+86.9% | $13,435+106.5% | $12,624+119.8% |