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 | $193,163 | $227,553-15.1% | $189,557+1.9% | $167,490+15.3% |
| Participation rate | 76.9% | 82.5%-5.6pp | 78.4%-1.5pp | 82.1%-5.2pp |
| Annual return | 11.93% | 78.40%-66.5pp | 64.17%-52.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,634 | $5,316-31.6% | $4,412-17.6% | $4,837-24.9% |
| Participant deferral / active EE | $13,144 | $7,002+87.7% | $6,174+112.9% | $6,341+107.3% |
| Admin fee / account holder | $15,574 | $11,878+31.1% | $9,807+58.8% | $12,309+26.5% |