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 | $94,508 | $102,382-7.7% | $147,005-35.7% | $80,874+16.9% |
| Participation rate | 95.1% | 75.8%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 13.91% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,066 | $3,715-17.5% | $4,934-37.9% | $2,756+11.3% |
| Participant deferral / active EE | $10,033 | $6,646+51.0% | $8,070+24.3% | $4,297+133.5% |
| Admin fee / account holder | $5,331 | $7,942-32.9% | $13,006-59.0% | $6,935-23.1% |