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 | $85,844 | $100,041-14.2% | $149,718-42.7% | $70,131+22.4% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 13.27% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,708 | $3,662+1.3% | $5,445-31.9% | $2,342+58.3% |
| Participant deferral / active EE | $8,092 | $4,983+62.4% | $6,569+23.2% | $3,332+142.9% |
| Admin fee / account holder | $6,930 | $8,286-16.4% | $11,283-38.6% | $4,645+49.2% |