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 | $87,260 | $105,998-17.7% | $92,233-5.4% | $147,584-40.9% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,261 | $4,333-24.7% | $3,679-11.4% | $4,876-33.1% |
| Participant deferral / active EE | $10,668 | $4,478+138.2% | $3,897+173.8% | $5,439+96.1% |
| Admin fee / account holder | $7,747 | $6,332+22.3% | $5,194+49.2% | $10,885-28.8% |