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 | $88,109 | $88,672-0.6% | $105,223-16.3% | $82,448+6.9% |
| Participation rate | 98.6% | 67.9%+30.7pp | 75.0%+23.6pp | 68.1%+30.6pp |
| Annual return | 17.50% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,536 | $3,048-16.8% | $3,689-31.2% | $2,551-0.6% |
| Participant deferral / active EE | $3,836 | $4,036-5.0% | $5,072-24.4% | $4,139-7.3% |
| Admin fee / account holder | $6,594 | $7,146-7.7% | $8,859-25.6% | $7,234-8.9% |