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 | $104,436 | $77,899+34.1% | $149,673-30.2% | $75,163+38.9% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+12.0pp | 67.2%+23.5pp |
| Annual return | 15.03% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,893 | $3,137-7.8% | $4,818-39.9% | $2,670+8.4% |
| Participant deferral / active EE | $5,567 | $3,411+63.2% | $5,680-2.0% | $4,125+35.0% |
| Admin fee / account holder | $4,128 | $5,956-30.7% | $13,210-68.8% | $5,651-27.0% |