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 | $136,040 | $105,998+28.3% | $92,233+47.5% | $147,584-7.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 13.04% | 50.05%-37.0pp | 176.28%-163.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,192 | $4,333-26.3% | $3,679-13.2% | $4,876-34.5% |
| Participant deferral / active EE | $6,312 | $4,478+41.0% | $3,897+62.0% | $5,439+16.1% |
| Admin fee / account holder | $949 | $6,332-85.0% | $5,194-81.7% | $10,885-91.3% |