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 | $133,209 | $100,041+33.2% | $149,718-11.0% | $70,131+89.9% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 15.19% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,532 | $3,662+51.1% | $5,445+1.6% | $2,342+136.2% |
| Participant deferral / active EE | $5,447 | $4,983+9.3% | $6,569-17.1% | $3,332+63.5% |
| Admin fee / account holder | $6,198 | $8,286-25.2% | $11,283-45.1% | $4,645+33.4% |