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 | $100,122 | $105,998-5.5% | $92,233+8.6% | $147,584-32.2% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 12.34% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,284 | $4,333-24.2% | $3,679-10.7% | $4,876-32.6% |
| Participant deferral / active EE | $5,668 | $4,478+26.6% | $3,897+45.5% | $5,439+4.2% |
| Admin fee / account holder | $14,382 | $6,332+127.1% | $5,194+176.9% | $10,885+32.1% |