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 | $150,240 | $114,381+31.3% | $107,525+39.7% | $142,382+5.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 15.56% | 242.71%-227.1pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,652 | $4,015-33.9% | $3,754-29.4% | $4,299-38.3% |
| Participant deferral / active EE | $4,936 | $5,564-11.3% | $5,116-3.5% | $6,507-24.1% |
| Admin fee / account holder | $4,825 | $9,860-51.1% | $8,919-45.9% | $12,624-61.8% |