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 | $132,973 | $105,998+25.4% | $92,233+44.2% | $147,584-9.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.11% | 50.05%-34.9pp | 176.28%-161.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,652 | $4,333-38.8% | $3,679-27.9% | $4,876-45.6% |
| Participant deferral / active EE | $5,434 | $4,478+21.3% | $3,897+39.4% | $5,439-0.1% |
| Admin fee / account holder | $14,770 | $6,332+133.2% | $5,194+184.4% | $10,885+35.7% |