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 | $80,731 | $91,552-11.8% | $133,956-39.7% | $79,858+1.1% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 13.09% | 61.85%-48.8pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,972 | $2,384-17.2% | $3,919-49.7% | $2,471-20.2% |
| Participant deferral / active EE | $5,285 | $3,733+41.6% | $5,048+4.7% | $3,740+41.3% |
| Admin fee / account holder | $10,557 | $6,321+67.0% | $8,927+18.3% | $5,306+98.9% |