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 | $87,456 | $107,334-18.5% | $92,893-5.9% | $152,861-42.8% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 25.24% | 145.58%-120.3pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,817 | $4,221-9.6% | $3,653+4.5% | $4,762-19.9% |
| Participant deferral / active EE | $9,980 | $4,845+106.0% | $4,236+135.6% | $5,850+70.6% |
| Admin fee / account holder | $18,201 | $7,079+157.1% | $5,794+214.1% | $11,596+57.0% |