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 | $89,998 | $102,317-12.0% | $146,958-38.8% | $80,856+11.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 13.58% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,170 | $3,713-14.6% | $4,933-35.7% | $2,755+15.1% |
| Participant deferral / active EE | $6,917 | $6,644+4.1% | $8,070-14.3% | $4,296+61.0% |
| Admin fee / account holder | $2,969 | $7,941-62.6% | $12,998-77.2% | $6,918-57.1% |