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 | $85,547 | $91,552-6.6% | $133,956-36.1% | $79,858+7.1% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 17.98% | 61.85%-43.9pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,594 | $2,384-33.1% | $3,919-59.3% | $2,471-35.5% |
| Participant deferral / active EE | $4,969 | $3,733+33.1% | $5,048-1.6% | $3,740+32.8% |
| Admin fee / account holder | $17,313 | $6,321+173.9% | $8,927+93.9% | $5,306+226.3% |