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 | $70,743 | $102,317-30.9% | $146,958-51.9% | $80,856-12.5% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 20.98% | 134.76%-113.8pp | 418.34%-397.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,769 | $3,713-52.4% | $4,933-64.1% | $2,755-35.8% |
| Participant deferral / active EE | $6,569 | $6,644-1.1% | $8,070-18.6% | $4,296+52.9% |
| Admin fee / account holder | $2,493 | $7,941-68.6% | $12,998-80.8% | $6,918-64.0% |