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 | $94,277 | $102,966-8.4% | $90,281+4.4% | $152,861-38.3% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 20.04% | 95.16%-75.1pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,860 | $3,139+23.0% | $2,854+35.2% | $4,762-18.9% |
| Participant deferral / active EE | $5,509 | $4,281+28.7% | $3,885+41.8% | $5,850-5.8% |
| Admin fee / account holder | $1,048 | $6,171-83.0% | $5,351-80.4% | $11,596-91.0% |