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 | $63,784 | $63,346+0.7% | $92,233-30.8% | $70,131-9.1% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 15.50% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,346 | $2,471+75.9% | $3,679+18.1% | $2,342+85.5% |
| Participant deferral / active EE | $2,667 | $2,854-6.6% | $3,897-31.6% | $3,332-20.0% |
| Admin fee / account holder | $1,555 | $3,840-59.5% | $5,194-70.1% | $4,645-66.5% |