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 | $103,016 | $91,538+12.5% | $129,995-20.8% | $75,163+37.1% |
| Participation rate | 92.4% | 71.4%+21.0pp | 78.5%+13.9pp | 67.2%+25.2pp |
| Annual return | 18.19% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,515 | $2,845-11.6% | $4,320-41.8% | $2,670-5.8% |
| Participant deferral / active EE | $3,965 | $4,341-8.7% | $5,820-31.9% | $4,125-3.9% |
| Admin fee / account holder | $6,465 | $6,790-4.8% | $10,614-39.1% | $5,651+14.4% |