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 | $80,512 | $80,812-0.4% | $160,784-49.9% | $82,448-2.3% |
| Participation rate | 81.8% | 66.2%+15.6pp | 77.0%+4.9pp | 68.1%+13.8pp |
| Annual return | 16.33% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,839 | $2,174-15.4% | $3,733-50.7% | $2,551-27.9% |
| Participant deferral / active EE | $3,406 | $4,335-21.4% | $6,293-45.9% | $4,139-17.7% |
| Admin fee / account holder | $9,326 | $7,695+21.2% | $9,717-4.0% | $7,234+28.9% |