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 | $106,915 | $102,317+4.5% | $146,958-27.2% | $80,856+32.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 13.18% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $8,946 | $3,713+140.9% | $4,933+81.4% | $2,755+224.8% |
| Participant deferral / active EE | $4,827 | $6,644-27.3% | $8,070-40.2% | $4,296+12.4% |
| Admin fee / account holder | $19,368 | $7,941+143.9% | $12,998+49.0% | $6,918+180.0% |