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 | $66,188 | $70,756-6.5% | $65,493+1.1% | $142,382-53.5% |
| Participation rate | 82.6% | 77.4%+5.2pp | 73.1%+9.5pp | 80.1%+2.5pp |
| Annual return | 15.49% | 1754.89%-1739.4pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,907 | $4,637+48.9% | $3,961+74.4% | $6,507+6.1% |
| Admin fee / account holder | $5,503 | $6,559-16.1% | $5,028+9.4% | $12,624-56.4% |