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 | $137,591 | $102,966+33.6% | $90,281+52.4% | $152,861-10.0% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 21.03% | 95.16%-74.1pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,435 | $3,139-22.4% | $2,854-14.7% | $4,762-48.9% |
| Participant deferral / active EE | $5,694 | $4,281+33.0% | $3,885+46.6% | $5,850-2.7% |
| Admin fee / account holder | $27,303 | $6,171+342.5% | $5,351+410.2% | $11,596+135.4% |