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 | $142,972 | $114,381+25.0% | $107,525+33.0% | $142,382+0.4% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 15.19% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,130 | $4,015+127.4% | $3,754+143.2% | $4,299+112.4% |
| Participant deferral / active EE | $7,295 | $5,564+31.1% | $5,116+42.6% | $6,507+12.1% |
| Admin fee / account holder | $1,630 | $9,860-83.5% | $8,919-81.7% | $12,624-87.1% |