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 | $92,845 | $91,538+1.4% | $129,995-28.6% | $75,163+23.5% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 27.54% | -631.11%+658.7pp | -137.18%+164.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,792 | $2,845-37.0% | $4,320-58.5% | $2,670-32.9% |
| Participant deferral / active EE | $4,789 | $4,341+10.3% | $5,820-17.7% | $4,125+16.1% |
| Admin fee / account holder | $2,936 | $6,790-56.8% | $10,614-72.3% | $5,651-48.0% |