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 | $130,672 | $99,652+31.1% | $78,778+65.9% | $147,584-11.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.92% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,423 | $2,796-49.1% | $1,986-28.3% | $4,876-70.8% |
| Participant deferral / active EE | $5,313 | $3,664+45.0% | $2,958+79.6% | $5,439-2.3% |
| Admin fee / account holder | $6,179 | $7,155-13.6% | $5,134+20.4% | $10,885-43.2% |