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 | $90,673 | $102,382-11.4% | $147,005-38.3% | $80,874+12.1% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 12.32% | 134.89%-122.6pp | 418.76%-406.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $5,602 | $3,715+50.8% | $4,934+13.5% | $2,756+103.3% |
| Participant deferral / active EE | $3,554 | $6,646-46.5% | $8,070-56.0% | $4,297-17.3% |
| Admin fee / account holder | $2,338 | $7,942-70.6% | $13,006-82.0% | $6,935-66.3% |