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 | $106,009 | $107,334-1.2% | $92,893+14.1% | $152,861-30.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 15.95% | 145.58%-129.6pp | 109.41%-93.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $7,079 | $4,221+67.7% | $3,653+93.8% | $4,762+48.6% |
| Participant deferral / active EE | $3,258 | $4,845-32.7% | $4,236-23.1% | $5,850-44.3% |
| Admin fee / account holder | $17,194 | $7,079+142.9% | $5,794+196.8% | $11,596+48.3% |