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 | $77,555 | $78,705-1.5% | $117,854-34.2% | $70,131+10.6% |
| Participation rate | 98.8% | 73.2%+25.6pp | 79.7%+19.2pp | 69.5%+29.3pp |
| Annual return | 20.68% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,311 | $2,223+3.9% | $3,786-39.0% | $2,342-1.4% |
| Participant deferral / active EE | $4,939 | $3,297+49.8% | $4,482+10.2% | $3,332+48.2% |
| Admin fee / account holder | $1,289 | $5,065-74.5% | $8,020-83.9% | $4,645-72.2% |