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 | $93,083 | $99,652-6.6% | $78,778+18.2% | $147,584-36.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 13.60% | 47.28%-33.7pp | 35.62%-22.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,629 | $2,796+29.8% | $1,986+82.8% | $4,876-25.6% |
| Participant deferral / active EE | $5,008 | $3,664+36.7% | $2,958+69.3% | $5,439-7.9% |
| Admin fee / account holder | $17,512 | $7,155+144.7% | $5,134+241.1% | $10,885+60.9% |