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 | $131,986 | $102,317+29.0% | $146,958-10.2% | $80,856+63.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 15.42% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,779 | $3,713+1.8% | $4,933-23.4% | $2,755+37.2% |
| Participant deferral / active EE | $7,558 | $6,644+13.8% | $8,070-6.3% | $4,296+75.9% |
| Admin fee / account holder | $1,689 | $7,941-78.7% | $12,998-87.0% | $6,918-75.6% |