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 | $159,524 | $166,020-3.9% | $164,866-3.2% | $145,959+9.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 15.16% | 100.08%-84.9pp | 69.97%-54.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,675 | $5,275-68.2% | $4,343-61.4% | $4,661-64.1% |
| Participant deferral / active EE | $5,445 | $6,961-21.8% | $6,033-9.7% | $6,689-18.6% |
| Admin fee / account holder | $2,727 | $16,644-83.6% | $12,689-78.5% | $13,398-79.6% |