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 | $88,621 | $84,233+5.2% | $170,442-48.0% | $70,131+26.4% |
| Participation rate | 97.9% | 70.8%+27.0pp | 83.6%+14.3pp | 69.5%+28.3pp |
| Annual return | 23.08% | 23.06%0pp | 205.93%-182.8pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,897 | $3,387-44.0% | $5,433-65.1% | $2,342-19.0% |
| Participant deferral / active EE | $4,325 | $3,086+40.2% | $4,939-12.4% | $3,332+29.8% |
| Admin fee / account holder | $1,172 | $5,698-79.4% | $13,880-91.6% | $4,645-74.8% |