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 | $151,616 | $137,414+10.3% | $189,513-20.0% | $85,850+76.6% |
| Participation rate | 70.3% | 84.6%-14.3pp | 87.8%-17.5pp | 69.3%+1.0pp |
| Annual return | 15.47% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,191 | $4,344-26.5% | $6,162-48.2% | $2,565+24.4% |
| Participant deferral / active EE | $4,298 | $6,260-31.3% | $8,221-47.7% | $3,952+8.8% |
| Admin fee / account holder | $10,963 | $8,630+27.0% | $12,045-9.0% | $6,260+75.1% |