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 | $99,371 | $91,538+8.6% | $129,995-23.6% | $75,163+32.2% |
| Participation rate | 89.8% | 71.4%+18.4pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 13.68% | -631.11%+644.8pp | -137.18%+150.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $6,670 | $2,845+134.4% | $4,320+54.4% | $2,670+149.8% |
| Participant deferral / active EE | $3,069 | $4,341-29.3% | $5,820-47.3% | $4,125-25.6% |
| Admin fee / account holder | $2,106 | $6,790-69.0% | $10,614-80.2% | $5,651-62.7% |