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 | $130,906 | $96,635+35.5% | $86,612+51.1% | $139,434-6.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 17.53% | 106.41%-88.9pp | 591.07%-573.5pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,461 | $3,263-55.2% | $3,022-51.7% | $4,751-69.2% |
| Participant deferral / active EE | $4,645 | $4,836-3.9% | $4,438+4.7% | $6,710-30.8% |
| Admin fee / account holder | $37,137 | $6,408+479.6% | $5,614+561.5% | $11,403+225.7% |