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 | $68,698 | $76,000-9.6% | $154,107-55.4% | $64,186+7.0% |
| Participation rate | 86.7% | 70.4%+16.3pp | 83.0%+3.6pp | 69.6%+17.1pp |
| Annual return | 8.80% | 30.32%-21.5pp | 735.12%-726.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,238 | $3,351-33.2% | $5,298-57.7% | $2,381-6.0% |
| Participant deferral / active EE | $1,943 | $3,175-38.8% | $5,081-61.7% | $3,470-44.0% |
| Admin fee / account holder | $1,663 | $5,596-70.3% | $13,411-87.6% | $4,888-66.0% |