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 | $87,925 | $88,672-0.8% | $105,223-16.4% | $82,448+6.6% |
| Participation rate | 90.2% | 67.9%+22.3pp | 75.0%+15.2pp | 68.1%+22.1pp |
| Annual return | 17.91% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $5,003 | $3,048+64.1% | $3,689+35.6% | $2,551+96.1% |
| Participant deferral / active EE | $5,940 | $4,036+47.2% | $5,072+17.1% | $4,139+43.5% |
| Admin fee / account holder | $2,648 | $7,146-62.9% | $8,859-70.1% | $7,234-63.4% |