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 | $141,155 | $118,849+18.8% | $96,562+46.2% | $167,490-15.7% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 12.83% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $9,375 | $3,120+200.5% | $2,356+297.8% | $4,837+93.8% |
| Participant deferral / active EE | $5,737 | $4,616+24.3% | $3,849+49.0% | $6,341-9.5% |
| Admin fee / account holder | $1,305 | $8,065-83.8% | $6,181-78.9% | $12,309-89.4% |