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 | $117,519 | $157,256-25.3% | $141,162-16.7% | $152,861-23.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $10,093 | $5,261+91.9% | $4,735+113.2% | $4,762+111.9% |
| Participant deferral / active EE | $6,988 | $7,109-1.7% | $6,709+4.2% | $5,850+19.5% |
| Admin fee / account holder | $26,129 | $12,120+115.6% | $10,261+154.6% | $11,596+125.3% |