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 | $100,601 | $91,190+10.3% | $178,490-43.6% | $79,858+26.0% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 10.41% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,923 | $3,256-40.9% | $5,011-61.6% | $2,471-22.2% |
| Participant deferral / active EE | $3,033 | $3,236-6.3% | $5,202-41.7% | $3,740-18.9% |
| Admin fee / account holder | $28,091 | $6,751+316.1% | $13,984+100.9% | $5,306+429.4% |