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 | $113,971 | $102,317+11.4% | $146,958-22.4% | $80,856+41.0% |
| Participation rate | 71.1% | 75.8%-4.8pp | 82.2%-11.1pp | 67.6%+3.4pp |
| Annual return | 15.57% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,821 | $3,713+2.9% | $4,933-22.5% | $2,755+38.7% |
| Participant deferral / active EE | $10,620 | $6,644+59.8% | $8,070+31.6% | $4,296+147.2% |
| Admin fee / account holder | $22,639 | $7,941+185.1% | $12,998+74.2% | $6,918+227.2% |