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 | $114,660 | $98,240+16.7% | $82,313+39.3% | $147,584-22.3% |
| Participation rate | 70.6% | 79.7%-9.1pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 10.89% | 30.85%-20.0pp | 25.88%-15.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $978 | $3,192-69.4% | $2,428-59.7% | $4,876-79.9% |
| Participant deferral / active EE | $2,069 | $4,383-52.8% | $3,706-44.2% | $5,439-62.0% |
| Admin fee / account holder | $5,472 | $8,563-36.1% | $5,608-2.4% | $10,885-49.7% |