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 | $151,101 | $114,047+32.5% | $96,139+57.2% | $167,490-9.8% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 12.44% | 189.88%-177.4pp | 191.94%-179.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,446 | $3,427-57.8% | $2,797-48.3% | $4,837-70.1% |
| Participant deferral / active EE | $4,255 | $5,194-18.1% | $4,349-2.2% | $6,341-32.9% |
| Admin fee / account holder | $12,604 | $6,897+82.7% | $5,537+127.6% | $12,309+2.4% |