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 | $66,368 | $102,317-35.1% | $146,958-54.8% | $80,856-17.9% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.2%+0.6pp | 67.6%+15.2pp |
| Annual return | 11.97% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,400 | $3,713-35.4% | $4,933-51.3% | $2,755-12.9% |
| Participant deferral / active EE | $5,405 | $6,644-18.7% | $8,070-33.0% | $4,296+25.8% |
| Admin fee / account holder | $790 | $7,941-90.1% | $12,998-93.9% | $6,918-88.6% |