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 | $115,218 | $99,877+15.4% | $84,966+35.6% | $145,922-21.0% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 17.03% | 83.76%-66.7pp | 66.38%-49.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,316 | $3,231-59.3% | $2,727-51.8% | $4,660-71.8% |
| Participant deferral / active EE | $3,981 | $5,291-24.8% | $4,519-11.9% | $6,688-40.5% |
| Admin fee / account holder | $17,938 | $7,248+147.5% | $6,149+191.7% | $13,397+33.9% |