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 | $94,433 | $91,538+3.2% | $129,995-27.4% | $75,163+25.6% |
| Participation rate | 74.2% | 71.4%+2.7pp | 78.5%-4.3pp | 67.2%+7.0pp |
| Annual return | 16.92% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,638 | $2,845-42.4% | $4,320-62.1% | $2,670-38.7% |
| Participant deferral / active EE | $7,983 | $4,341+83.9% | $5,820+37.2% | $4,125+93.5% |
| Admin fee / account holder | $1,784 | $6,790-73.7% | $10,614-83.2% | $5,651-68.4% |