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 | $127,869 | $232,540-45.0% | $185,117-30.9% | $147,584-13.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.69% | 43.03%-29.3pp | 40.50%-26.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,109 | $5,195-59.4% | $4,182-49.6% | $4,876-56.7% |
| Participant deferral / active EE | $5,674 | $5,834-2.7% | $5,045+12.5% | $5,439+4.3% |
| Admin fee / account holder | $4,365 | $10,275-57.5% | $8,159-46.5% | $10,885-59.9% |