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 | $171,749 | $137,414+25.0% | $189,513-9.4% | $85,850+100.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 87.8%-12.8pp | 69.3%+5.7pp |
| Annual return | 14.24% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,687 | $4,344-61.2% | $6,162-72.6% | $2,565-34.2% |
| Participant deferral / active EE | $3,993 | $6,260-36.2% | $8,221-51.4% | $3,952+1.0% |
| Admin fee / account holder | $3,014 | $8,630-65.1% | $12,045-75.0% | $6,260-51.9% |