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 | $89,871 | $83,902+7.1% | $167,512-46.3% | $84,808+6.0% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.1%+15.5pp | 68.3%+24.3pp |
| Annual return | 18.46% | 91.55%-73.1pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,946 | $2,264-14.0% | $3,882-49.9% | $2,631-26.0% |
| Participant deferral / active EE | $2,876 | $4,442-35.3% | $6,405-55.1% | $4,212-31.7% |
| Admin fee / account holder | $1,063 | $7,915-86.6% | $9,769-89.1% | $7,344-85.5% |