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 | $94,850 | $74,888+26.7% | $71,209+33.2% | $142,382-33.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 15.54% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,788 | $2,854-2.3% | $2,721+2.5% | $4,299-35.1% |
| Participant deferral / active EE | $6,738 | $4,454+51.3% | $4,175+61.4% | $6,507+3.5% |
| Admin fee / account holder | $24,993 | $5,568+348.8% | $5,349+367.3% | $12,624+98.0% |