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 | $139,391 | $183,519-24.0% | $155,509-10.4% | $145,922-4.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 23.05% | 61.17%-38.1pp | 64.67%-41.6pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,793 | $5,313-66.3% | $4,672-61.6% | $4,660-61.5% |
| Participant deferral / active EE | $5,320 | $6,462-17.7% | $5,626-5.4% | $6,688-20.5% |
| Admin fee / account holder | $1,380 | $19,313-92.9% | $15,912-91.3% | $13,397-89.7% |