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 | $90,646 | $85,766+5.7% | $136,294-33.5% | $70,131+29.3% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 19.16% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,381 | $2,966-19.7% | $4,695-49.3% | $2,342+1.6% |
| Participant deferral / active EE | $4,991 | $5,051-1.2% | $6,247-20.1% | $3,332+49.8% |
| Admin fee / account holder | $937 | $5,420-82.7% | $9,243-89.9% | $4,645-79.8% |