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 | $110,437 | $102,317+7.9% | $146,958-24.9% | $80,856+36.6% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 18.37% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,589 | $3,713-57.2% | $4,933-67.8% | $2,755-42.3% |
| Participant deferral / active EE | $4,295 | $6,644-35.4% | $8,070-46.8% | $4,2960% |
| Admin fee / account holder | $367 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |