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 | $142,929 | $175,202-18.4% | $149,673-4.5% | $139,434+2.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.09% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,404 | $5,474-56.1% | $4,818-50.1% | $4,751-49.4% |
| Participant deferral / active EE | $10,568 | $6,519+62.1% | $5,680+86.1% | $6,710+57.5% |
| Admin fee / account holder | $539 | $16,150-96.7% | $13,210-95.9% | $11,403-95.3% |