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 | $170,088 | $91,190+86.5% | $178,490-4.7% | $79,858+113.0% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 20.16% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,467 | $3,256-24.2% | $5,011-50.8% | $2,471-0.2% |
| Participant deferral / active EE | $5,802 | $3,236+79.3% | $5,202+11.5% | $3,740+55.1% |
| Admin fee / account holder | $2,493 | $6,751-63.1% | $13,984-82.2% | $5,306-53.0% |