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 | $141,985 | $85,202+66.6% | $172,739-17.8% | $72,985+94.5% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 29.83% | 27.32%+2.5pp | 802.84%-773.0pp | 81.00%-51.2pp |
| Employer contribution / active EE | $2,308 | $3,324-30.6% | $5,143-55.1% | $2,440-5.4% |
| Participant deferral / active EE | $4,298 | $3,260+31.8% | $5,198-17.3% | $3,607+19.1% |
| Admin fee / account holder | $4,964 | $5,884-15.6% | $13,954-64.4% | $5,124-3.1% |