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 | $85,350 | $102,317-16.6% | $146,958-41.9% | $80,856+5.6% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 13.68% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,322 | $3,713-37.5% | $4,933-52.9% | $2,755-15.7% |
| Participant deferral / active EE | $5,278 | $6,644-20.5% | $8,070-34.6% | $4,296+22.9% |
| Admin fee / account holder | $5,727 | $7,941-27.9% | $12,998-55.9% | $6,918-17.2% |