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 | $88,766 | $105,998-16.3% | $92,233-3.8% | $147,584-39.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.57% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $14,937 | $4,333+244.7% | $3,679+306.0% | $4,876+206.3% |
| Participant deferral / active EE | $14,258 | $4,478+218.4% | $3,897+265.9% | $5,439+162.2% |
| Admin fee / account holder | $2,242 | $6,332-64.6% | $5,194-56.8% | $10,885-79.4% |