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 | $89,760 | $105,998-15.3% | $92,233-2.7% | $147,584-39.2% |
| Participation rate | 81.0% | 80.4%+0.5pp | 76.5%+4.5pp | 82.8%-1.9pp |
| Annual return | 15.77% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,102 | $4,333-28.4% | $3,679-15.7% | $4,876-36.4% |
| Participant deferral / active EE | $5,477 | $4,478+22.3% | $3,897+40.5% | $5,439+0.7% |
| Admin fee / account holder | $13,171 | $6,332+108.0% | $5,194+153.6% | $10,885+21.0% |