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 | $94,741 | $105,998-10.6% | $92,233+2.7% | $147,584-35.8% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 14.98% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,722 | $4,333-60.3% | $3,679-53.2% | $4,876-64.7% |
| Participant deferral / active EE | $4,706 | $4,478+5.1% | $3,897+20.8% | $5,439-13.5% |
| Admin fee / account holder | $1,581 | $6,332-75.0% | $5,194-69.6% | $10,885-85.5% |