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 | $110,564 | $165,984-33.4% | $164,813-32.9% | $145,922-24.2% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.33% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,121 | $5,273-59.8% | $4,341-51.1% | $4,660-54.5% |
| Participant deferral / active EE | $3,263 | $6,959-53.1% | $6,031-45.9% | $6,688-51.2% |
| Admin fee / account holder | $5,671 | $16,648-65.9% | $12,690-55.3% | $13,397-57.7% |