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 | $96,785 | $101,883-5.0% | $453,369-78.7% | $85,850+12.7% |
| Participation rate | 93.8% | 72.3%+21.6pp | 78.0%+15.8pp | 69.3%+24.5pp |
| Annual return | 11.58% | 25.38%-13.8pp | 64.40%-52.8pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,581 | $2,847+25.8% | $4,070-12.0% | $2,565+39.6% |
| Participant deferral / active EE | $3,753 | $4,782-21.5% | $6,209-39.5% | $3,952-5.0% |
| Admin fee / account holder | $4,276 | $5,706-25.1% | $11,209-61.9% | $6,260-31.7% |