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 | $96,185 | $94,625+1.6% | $116,228-17.2% | $84,808+13.4% |
| Participation rate | 79.2% | 70.4%+8.7pp | 74.6%+4.6pp | 68.3%+10.9pp |
| Annual return | 13.78% | 20.40%-6.6pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $709 | $2,347-69.8% | $2,994-76.3% | $2,631-73.0% |
| Participant deferral / active EE | $3,324 | $3,972-16.3% | $4,953-32.9% | $4,212-21.1% |
| Admin fee / account holder | $18,004 | $10,091+78.4% | $11,989+50.2% | $7,344+145.2% |