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 | $108,752 | $112,096-3.0% | $95,952+13.3% | $158,922-31.6% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 11.83% | 171.09%-159.3pp | 91.61%-79.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $5,263 | $3,198+64.6% | $2,541+107.1% | $4,761+10.5% |
| Participant deferral / active EE | $3,731 | $4,784-22.0% | $4,167-10.5% | $5,982-37.6% |
| Admin fee / account holder | $6,525 | $10,130-35.6% | $6,795-4.0% | $11,246-42.0% |