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 | $131,735 | $73,933+78.2% | $96,683+36.3% | $75,163+75.3% |
| Participation rate | 86.4% | 66.4%+19.9pp | 74.3%+12.0pp | 67.2%+19.2pp |
| Annual return | 14.67% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,845 | $2,928-2.8% | $3,737-23.9% | $2,670+6.6% |
| Participant deferral / active EE | $5,309 | $3,659+45.1% | $4,878+8.8% | $4,125+28.7% |
| Admin fee / account holder | $5,109 | $5,216-2.1% | $6,730-24.1% | $5,651-9.6% |