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 | $99,084 | $102,317-3.2% | $146,958-32.6% | $80,856+22.5% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 15.47% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $7,072 | $3,713+90.5% | $4,933+43.4% | $2,755+156.7% |
| Participant deferral / active EE | $5,259 | $6,644-20.8% | $8,070-34.8% | $4,296+22.4% |
| Admin fee / account holder | $2,752 | $7,941-65.4% | $12,998-78.8% | $6,918-60.2% |