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 | $100,250 | $102,317-2.0% | $146,958-31.8% | $80,856+24.0% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 12.25% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,142 | $3,713-42.3% | $4,933-56.6% | $2,755-22.2% |
| Participant deferral / active EE | $6,087 | $6,644-8.4% | $8,070-24.6% | $4,296+41.7% |
| Admin fee / account holder | $1,058 | $7,941-86.7% | $12,998-91.9% | $6,918-84.7% |