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 | $89,148 | $102,317-12.9% | $146,958-39.3% | $80,856+10.3% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 13.48% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,445 | $3,713-61.1% | $4,933-70.7% | $2,755-47.5% |
| Participant deferral / active EE | $5,615 | $6,644-15.5% | $8,070-30.4% | $4,296+30.7% |
| Admin fee / account holder | $2,554 | $7,941-67.8% | $12,998-80.4% | $6,918-63.1% |