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 | $227,756 | $183,519+24.1% | $155,509+46.5% | $145,922+56.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.13% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,329 | $5,313-75.0% | $4,672-71.6% | $4,660-71.5% |
| Participant deferral / active EE | $5,334 | $6,462-17.5% | $5,626-5.2% | $6,688-20.2% |
| Admin fee / account holder | $2,736 | $19,313-85.8% | $15,912-82.8% | $13,397-79.6% |