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 | $21,256 | $87,540-75.7% | $75,781-72.0% | $125,391-83.0% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 67.80% | 13.48%+54.3pp | 9.68%+58.1pp | 282.22%-214.4pp |
| Employer contribution / active EE | $3,830 | $3,930-2.6% | $3,323+15.2% | $4,866-21.3% |
| Participant deferral / active EE | $6,245 | $4,229+47.7% | $3,651+71.0% | $5,352+16.7% |
| Admin fee / account holder | $1,732 | $6,502-73.4% | $5,299-67.3% | $9,540-81.8% |