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 | $118,891 | $106,749+11.4% | $145,433-18.3% | $82,448+44.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 18.10% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,509 | $3,444+59.9% | $4,554+21.0% | $2,551+116.0% |
| Participant deferral / active EE | $10,298 | $6,519+58.0% | $7,897+30.4% | $4,139+148.8% |
| Admin fee / account holder | $7,291 | $8,390-13.1% | $13,129-44.5% | $7,234+0.8% |