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 | $95,182 | $99,877-4.7% | $84,966+12.0% | $145,922-34.8% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 12.99% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $888 | $3,231-72.5% | $2,727-67.4% | $4,660-80.9% |
| Participant deferral / active EE | $2,417 | $5,291-54.3% | $4,519-46.5% | $6,688-63.9% |
| Admin fee / account holder | $641 | $7,248-91.2% | $6,149-89.6% | $13,397-95.2% |