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 | $84,482 | $102,317-17.4% | $146,958-42.5% | $80,856+4.5% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 13.90% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,120 | $3,713+11.0% | $4,933-16.5% | $2,755+49.6% |
| Participant deferral / active EE | $8,355 | $6,644+25.8% | $8,070+3.5% | $4,296+94.5% |
| Admin fee / account holder | $851 | $7,941-89.3% | $12,998-93.4% | $6,918-87.7% |