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 | $185,280 | $105,998+74.8% | $92,233+100.9% | $147,584+25.5% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 18.78% | 50.05%-31.3pp | 176.28%-157.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,210 | $4,333-72.1% | $3,679-67.1% | $4,876-75.2% |
| Participant deferral / active EE | $3,121 | $4,478-30.3% | $3,897-19.9% | $5,439-42.6% |
| Admin fee / account holder | $4,917 | $6,332-22.4% | $5,194-5.3% | $10,885-54.8% |