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 | $68,673 | $112,096-38.7% | $95,952-28.4% | $158,922-56.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 7.47% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,244 | $3,198+1.5% | $2,541+27.7% | $4,761-31.9% |
| Participant deferral / active EE | $2,064 | $4,784-56.9% | $4,167-50.5% | $5,982-65.5% |
| Admin fee / account holder | $100,832 | $10,130+895.3% | $6,795+1383.8% | $11,246+796.6% |