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 | $199,272 | $99,877+99.5% | $84,966+134.5% | $145,922+36.6% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.5pp |
| Annual return | 8.44% | 83.76%-75.3pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,834 | $3,231-12.3% | $2,727+3.9% | $4,660-39.2% |
| Participant deferral / active EE | $5,229 | $5,291-1.2% | $4,519+15.7% | $6,688-21.8% |
| Admin fee / account holder | $1,208 | $7,248-83.3% | $6,149-80.3% | $13,397-91.0% |