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 | $75,864 | $83,902-9.6% | $167,512-54.7% | $84,808-10.5% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 14.15% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,474 | $2,264+9.3% | $3,882-36.3% | $2,631-6.0% |
| Participant deferral / active EE | $4,673 | $4,442+5.2% | $6,405-27.0% | $4,212+11.0% |
| Admin fee / account holder | $4,869 | $7,915-38.5% | $9,769-50.2% | $7,344-33.7% |