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 | $117,284 | $201,272-41.7% | $184,203-36.3% | $145,922-19.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 16.21% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $11,949 | $7,022+70.2% | $6,427+85.9% | $4,660+156.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,616 | $16,364-84.0% | $13,901-81.2% | $13,397-80.5% |