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 | $97,896 | $126,519-22.6% | $106,201-7.8% | $145,959-32.9% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.33% | 225.10%-213.8pp | 116.26%-104.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,553 | $3,726-31.5% | $3,170-19.4% | $4,661-45.2% |
| Participant deferral / active EE | $7,134 | $5,716+24.8% | $5,012+42.3% | $6,689+6.7% |
| Admin fee / account holder | $5,168 | $17,312-70.1% | $11,039-53.2% | $13,398-61.4% |