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 | $126,818 | $127,065-0.2% | $113,168+12.1% | $142,382-10.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 16.44% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $17,899 | $3,442+420.0% | $2,975+501.6% | $4,299+316.3% |
| Participant deferral / active EE | $2,076 | $5,716-63.7% | $5,107-59.3% | $6,507-68.1% |
| Admin fee / account holder | $1,465 | $15,736-90.7% | $12,068-87.9% | $12,624-88.4% |