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 | $136,938 | $209,832-34.7% | $189,513-27.7% | $167,490-18.2% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 13.46% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,332 | $6,914-51.8% | $6,162-45.9% | $4,837-31.1% |
| Participant deferral / active EE | $7,243 | $8,935-18.9% | $8,221-11.9% | $6,341+14.2% |
| Admin fee / account holder | $17,284 | $14,293+20.9% | $12,045+43.5% | $12,309+40.4% |