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 | $133,237 | $105,998+25.7% | $92,233+44.5% | $147,584-9.7% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 12.39% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,795 | $4,333-58.6% | $3,679-51.2% | $4,876-63.2% |
| Participant deferral / active EE | $2,506 | $4,478-44.0% | $3,897-35.7% | $5,439-53.9% |
| Admin fee / account holder | $1,071 | $6,332-83.1% | $5,194-79.4% | $10,885-90.2% |