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 | $109,935 | $96,635+13.8% | $86,612+26.9% | $139,434-21.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 21.62% | 106.41%-84.8pp | 591.07%-569.4pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,463 | $3,263+6.1% | $3,022+14.6% | $4,751-27.1% |
| Participant deferral / active EE | $6,713 | $4,836+38.8% | $4,438+51.3% | $6,7100% |
| Admin fee / account holder | $2,185 | $6,408-65.9% | $5,614-61.1% | $11,403-80.8% |