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 | $111,026 | $118,849-6.6% | $96,562+15.0% | $167,490-33.7% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 12.90% | 50.49%-37.6pp | 37.78%-24.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,425 | $3,120-54.3% | $2,356-39.5% | $4,837-70.5% |
| Participant deferral / active EE | $1,682 | $4,616-63.6% | $3,849-56.3% | $6,341-73.5% |
| Admin fee / account holder | $112,506 | $8,065+1295.0% | $6,181+1720.3% | $12,309+814.0% |