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 | $96,885 | $105,181-7.9% | $159,436-39.2% | $85,850+12.9% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.8%+1.0pp | 69.3%+14.6pp |
| Annual return | 16.27% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,077 | $3,318-67.5% | $4,829-77.7% | $2,565-58.0% |
| Participant deferral / active EE | $6,114 | $5,945+2.9% | $7,352-16.8% | $3,952+54.7% |
| Admin fee / account holder | $666 | $6,933-90.4% | $10,799-93.8% | $6,260-89.4% |