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 | $110,394 | $91,407+20.8% | $135,903-18.8% | $71,457+54.5% |
| Participation rate | 84.5% | 75.7%+8.8pp | 81.9%+2.6pp | 67.9%+16.5pp |
| Annual return | 18.23% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,192 | $3,703-40.8% | $4,856-54.9% | $2,588-15.3% |
| Participant deferral / active EE | $4,425 | $7,092-37.6% | $7,758-43.0% | $4,289+3.2% |
| Admin fee / account holder | $4,236 | $1,266+234.6% | $10,762-60.6% | $1,587+166.9% |