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 | $78,650 | $102,317-23.1% | $146,958-46.5% | $80,856-2.7% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 12.47% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,672 | $3,713-28.0% | $4,933-45.8% | $2,755-3.0% |
| Participant deferral / active EE | $7,603 | $6,644+14.4% | $8,070-5.8% | $4,296+77.0% |
| Admin fee / account holder | $6,920 | $7,941-12.9% | $12,998-46.8% | $6,9180% |