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 | $124,396 | $72,177+72.3% | $115,037+8.1% | $59,632+108.6% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,045 | $2,841+7.2% | $4,608-33.9% | $2,203+38.2% |
| Participant deferral / active EE | $6,412 | $4,783+34.1% | $6,026+6.4% | $3,192+100.9% |
| Admin fee / account holder | $12,085 | $4,927+145.3% | $8,175+47.8% | $4,297+181.2% |