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 | $110,648 | $154,117-28.2% | $129,995-14.9% | $139,434-20.6% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 15.98% | 32.48%-16.5pp | -137.18%+153.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,392 | $5,289-17.0% | $4,320+1.7% | $4,751-7.6% |
| Participant deferral / active EE | $10,629 | $6,710+58.4% | $5,820+82.6% | $6,710+58.4% |
| Admin fee / account holder | $2,178 | $14,007-84.5% | $10,614-79.5% | $11,403-80.9% |