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 | $129,857 | $183,519-29.2% | $155,509-16.5% | $145,922-11.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.18% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,995 | $5,313-24.8% | $4,672-14.5% | $4,660-14.3% |
| Participant deferral / active EE | $7,079 | $6,462+9.5% | $5,626+25.8% | $6,688+5.9% |
| Admin fee / account holder | $3,767 | $19,313-80.5% | $15,912-76.3% | $13,397-71.9% |