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 | $90,557 | $102,317-11.5% | $146,958-38.4% | $80,856+12.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 17.14% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,575 | $3,713-30.7% | $4,933-47.8% | $2,755-6.5% |
| Participant deferral / active EE | $17,811 | $6,644+168.1% | $8,070+120.7% | $4,296+314.6% |
| Admin fee / account holder | $13,481 | $7,941+69.8% | $12,998+3.7% | $6,918+94.9% |