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 | $143,123 | $108,919+31.4% | $100,391+42.6% | $145,922-1.9% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 11.21% | 57.88%-46.7pp | 49.20%-38.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,514 | $4,419-65.7% | $3,942-61.6% | $4,660-67.5% |
| Participant deferral / active EE | $4,873 | $8,445-42.3% | $8,082-39.7% | $6,688-27.1% |
| Admin fee / account holder | $608 | $9,689-93.7% | $7,899-92.3% | $13,397-95.5% |