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 | $133,222 | $85,202+56.4% | $172,739-22.9% | $72,985+82.5% |
| Participation rate | 78.9% | 70.1%+8.9pp | 82.6%-3.7pp | 69.5%+9.5pp |
| Annual return | 22.77% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,755 | $3,324-17.1% | $5,143-46.4% | $2,440+12.9% |
| Participant deferral / active EE | $5,568 | $3,260+70.8% | $5,198+7.1% | $3,607+54.4% |
| Admin fee / account holder | $671 | $5,884-88.6% | $13,954-95.2% | $5,124-86.9% |