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 | $107,534 | $121,625-11.6% | $104,607+2.8% | $158,922-32.3% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 16.00% | 465.26%-449.3pp | 340.46%-324.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,284 | $3,163-59.4% | $2,681-52.1% | $4,761-73.0% |
| Participant deferral / active EE | $3,748 | $4,177-10.3% | $3,740+0.2% | $5,982-37.3% |
| Admin fee / account holder | $3,145 | $7,787-59.6% | $6,473-51.4% | $11,246-72.0% |