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 | $141,187 | $102,382+37.9% | $147,005-4.0% | $80,874+74.6% |
| Participation rate | 91.9% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 18.49% | 134.89%-116.4pp | 418.76%-400.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $2,981 | $3,715-19.7% | $4,934-39.6% | $2,756+8.2% |
| Participant deferral / active EE | $5,428 | $6,646-18.3% | $8,070-32.7% | $4,297+26.3% |
| Admin fee / account holder | $3,190 | $7,942-59.8% | $13,006-75.5% | $6,935-54.0% |