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 | $230,995 | $112,881+104.6% | $90,951+154.0% | $158,922+45.4% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 15.52% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,765 | $2,893-4.4% | $2,122+30.3% | $4,761-41.9% |
| Participant deferral / active EE | $7,939 | $4,128+92.3% | $3,373+135.4% | $5,982+32.7% |
| Admin fee / account holder | $795 | $8,041-90.1% | $5,959-86.7% | $11,246-92.9% |