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 | $90,223 | $99,652-9.5% | $78,778+14.5% | $147,584-38.9% |
| Participation rate | 91.3% | 76.2%+15.1pp | 69.2%+22.1pp | 82.8%+8.5pp |
| Annual return | 13.49% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,961 | $2,796-29.8% | $1,986-1.2% | $4,876-59.8% |
| Participant deferral / active EE | $5,156 | $3,664+40.7% | $2,958+74.3% | $5,439-5.2% |
| Admin fee / account holder | $25,564 | $7,155+257.3% | $5,134+398.0% | $10,885+134.9% |