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 | $138,761 | $109,327+26.9% | $89,391+55.2% | $158,922-12.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 12.74% | 345.68%-332.9pp | 245.62%-232.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,007 | $3,170-68.2% | $2,586-61.0% | $4,761-78.8% |
| Participant deferral / active EE | $3,110 | $4,598-32.4% | $3,890-20.0% | $5,982-48.0% |
| Admin fee / account holder | $7,548 | $6,153+22.7% | $4,881+54.6% | $11,246-32.9% |