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 | $139,111 | $83,902+65.8% | $167,512-17.0% | $84,808+64.0% |
| Participation rate | 73.8% | 66.5%+7.3pp | 77.1%-3.2pp | 68.3%+5.5pp |
| Annual return | 16.32% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,279 | $2,264-43.5% | $3,882-67.0% | $2,631-51.4% |
| Participant deferral / active EE | $4,236 | $4,442-4.6% | $6,405-33.9% | $4,212+0.6% |
| Admin fee / account holder | $7,106 | $7,915-10.2% | $9,769-27.3% | $7,344-3.2% |