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 | $118,698 | $209,832-43.4% | $189,513-37.4% | $167,490-29.1% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 14.18% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,207 | $6,914-53.6% | $6,162-48.0% | $4,837-33.7% |
| Participant deferral / active EE | $6,784 | $8,935-24.1% | $8,221-17.5% | $6,341+7.0% |
| Admin fee / account holder | $1,174 | $14,293-91.8% | $12,045-90.3% | $12,309-90.5% |