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 | $63,645 | $82,664-23.0% | $125,339-49.2% | $68,494-7.1% |
| Participation rate | 87.2% | 75.0%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | 98.28% | -5.97%+104.3pp | 572.05%-473.8pp | -7.84%+106.1pp |
| Employer contribution / active EE | $2,929 | $3,381-13.4% | $4,814-39.1% | $2,596+12.8% |
| Participant deferral / active EE | $8,106 | $6,110+32.7% | $7,446+8.9% | $4,027+101.3% |
| Admin fee / account holder | $5,232 | $6,275-16.6% | $10,010-47.7% | $5,403-3.2% |