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 | $100,561 | $104,907-4.1% | $84,611+18.9% | $152,861-34.2% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.4%+12.0pp |
| Annual return | 20.59% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,568 | $3,302-52.5% | $2,652-40.9% | $4,762-67.1% |
| Participant deferral / active EE | $5,580 | $4,688+19.0% | $3,899+43.1% | $5,850-4.6% |
| Admin fee / account holder | $4,223 | $6,241-32.3% | $4,912-14.0% | $11,596-63.6% |