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 | $138,343 | $202,432-31.7% | $169,368-18.3% | $139,434-0.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.64% | 531.74%-516.1pp | 405.60%-390.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $10,301 | $4,692+119.5% | $4,013+156.7% | $4,751+116.8% |
| Participant deferral / active EE | $13,558 | $6,938+95.4% | $6,221+117.9% | $6,710+102.0% |
| Admin fee / account holder | $23,050 | $10,708+115.3% | $9,003+156.0% | $11,403+102.1% |