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 | $124,876 | $105,998+17.8% | $92,233+35.4% | $147,584-15.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 21.98% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,963 | $4,333-31.6% | $3,679-19.5% | $4,876-39.2% |
| Participant deferral / active EE | $5,465 | $4,478+22.0% | $3,897+40.2% | $5,439+0.5% |
| Admin fee / account holder | $2,112 | $6,332-66.7% | $5,194-59.3% | $10,885-80.6% |