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 | $89,562 | $106,890-16.2% | $84,015+6.6% | $152,861-41.4% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 24.33% | 104.99%-80.7pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,079 | $2,734+12.6% | $1,983+55.2% | $4,762-35.3% |
| Participant deferral / active EE | $8,151 | $4,011+103.2% | $3,239+151.7% | $5,850+39.3% |
| Admin fee / account holder | $357 | $8,285-95.7% | $6,101-94.2% | $11,596-96.9% |