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 | $100,124 | $81,208+23.3% | $98,907+1.2% | $79,858+25.4% |
| Participation rate | 76.0% | 72.5%+3.5pp | 76.0%0pp | 69.6%+6.4pp |
| Annual return | 15.69% | 60.99%-45.3pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,989 | $1,960+52.5% | $2,689+11.2% | $2,471+21.0% |
| Participant deferral / active EE | $5,329 | $3,265+63.2% | $4,244+25.6% | $3,740+42.5% |
| Admin fee / account holder | $2,610 | $6,013-56.6% | $6,642-60.7% | $5,306-50.8% |