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 | $167,912 | $124,425+35.0% | $112,040+49.9% | $137,256+22.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.17% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,144 | $3,411-37.1% | $2,954-27.4% | $4,156-48.4% |
| Participant deferral / active EE | $3,596 | $5,718-37.1% | $5,098-29.5% | $6,407-43.9% |
| Admin fee / account holder | $12,524 | $15,207-17.6% | $12,098+3.5% | $12,270+2.1% |