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 | $99,252 | $99,918-0.7% | $81,382+22.0% | $145,922-32.0% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 16.82% | 34.32%-17.5pp | 24.73%-7.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,129 | $4,605-10.3% | $3,883+6.3% | $6,688-38.3% |
| Admin fee / account holder | $11,912 | $8,212+45.1% | $5,768+106.5% | $13,397-11.1% |