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 | $159,721 | $112,096+42.5% | $95,952+66.5% | $158,922+0.5% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 14.34% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,105 | $3,198-65.4% | $2,541-56.5% | $4,761-76.8% |
| Participant deferral / active EE | $3,896 | $4,784-18.6% | $4,167-6.5% | $5,982-34.9% |
| Admin fee / account holder | $670 | $10,130-93.4% | $6,795-90.1% | $11,246-94.0% |