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 | $96,531 | $100,041-3.5% | $149,718-35.5% | $70,131+37.6% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 19.54% | 27.43%-7.9pp | 1501.63%-1482.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $3,740 | $3,662+2.2% | $5,445-31.3% | $2,342+59.7% |
| Participant deferral / active EE | $3,647 | $4,983-26.8% | $6,569-44.5% | $3,332+9.5% |
| Admin fee / account holder | $1,793 | $8,286-78.4% | $11,283-84.1% | $4,645-61.4% |