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 | $132,891 | $111,535+19.1% | $105,223+26.3% | $137,256-3.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 11.62% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,536 | $3,939-61.0% | $3,689-58.4% | $4,156-63.0% |
| Participant deferral / active EE | $5,503 | $5,5000% | $5,072+8.5% | $6,407-14.1% |
| Admin fee / account holder | $2,185 | $9,721-77.5% | $8,859-75.3% | $12,270-82.2% |