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 | $98,568 | $91,538+7.7% | $129,995-24.2% | $75,163+31.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 26.33% | -631.11%+657.4pp | -137.18%+163.5pp | 160.62%-134.3pp |
| Employer contribution / active EE | $4,722 | $2,845+66.0% | $4,320+9.3% | $2,670+76.9% |
| Participant deferral / active EE | $8,879 | $4,341+104.5% | $5,820+52.6% | $4,125+115.2% |
| Admin fee / account holder | $5,330 | $6,790-21.5% | $10,614-49.8% | $5,651-5.7% |