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 | $119,458 | $209,832-43.1% | $189,513-37.0% | $167,490-28.7% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 13.20% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,925 | $6,914-57.7% | $6,162-52.5% | $4,837-39.5% |
| Participant deferral / active EE | $7,740 | $8,935-13.4% | $8,221-5.9% | $6,341+22.1% |
| Admin fee / account holder | $3,587 | $14,293-74.9% | $12,045-70.2% | $12,309-70.9% |