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 | $92,579 | $99,652-7.1% | $78,778+17.5% | $147,584-37.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 16.85% | 47.28%-30.4pp | 35.62%-18.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,727 | $2,796-38.2% | $1,986-13.0% | $4,876-64.6% |
| Participant deferral / active EE | $3,979 | $3,664+8.6% | $2,958+34.5% | $5,439-26.8% |
| Admin fee / account holder | $2,641 | $7,155-63.1% | $5,134-48.6% | $10,885-75.7% |