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 | $137,760 | $159,901-13.8% | $146,958-6.3% | $145,922-5.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 10.98% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,707 | $5,286-29.9% | $4,933-24.9% | $4,660-20.4% |
| Participant deferral / active EE | $7,484 | $8,428-11.2% | $8,070-7.3% | $6,688+11.9% |
| Admin fee / account holder | $2,295 | $15,044-84.7% | $12,998-82.3% | $13,397-82.9% |