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 | $99,061 | $91,538+8.2% | $129,995-23.8% | $75,163+31.8% |
| Participation rate | 76.0% | 71.4%+4.6pp | 78.5%-2.5pp | 67.2%+8.8pp |
| Annual return | 19.25% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,386 | $2,845-51.3% | $4,320-67.9% | $2,670-48.1% |
| Participant deferral / active EE | $4,690 | $4,341+8.0% | $5,820-19.4% | $4,125+13.7% |
| Admin fee / account holder | $9,848 | $6,790+45.0% | $10,614-7.2% | $5,651+74.3% |