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 | $112,066 | $78,672+42.4% | $109,143+2.7% | $85,850+30.5% |
| Participation rate | 90.4% | 68.3%+22.1pp | 75.9%+14.5pp | 69.3%+21.1pp |
| Annual return | 14.07% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $938 | $2,735-65.7% | $3,722-74.8% | $2,565-63.4% |
| Participant deferral / active EE | $2,890 | $3,467-16.6% | $4,653-37.9% | $3,952-26.9% |
| Admin fee / account holder | $3,408 | $5,469-37.7% | $6,752-49.5% | $6,260-45.6% |