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 | $104,062 | $105,998-1.8% | $92,233+12.8% | $147,584-29.5% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 16.59% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,515 | $4,333+4.2% | $3,679+22.7% | $4,876-7.4% |
| Participant deferral / active EE | $4,235 | $4,478-5.4% | $3,897+8.7% | $5,439-22.1% |
| Admin fee / account holder | $25,339 | $6,332+300.2% | $5,194+387.9% | $10,885+132.8% |