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 | $77,109 | $102,317-24.6% | $146,958-47.5% | $80,856-4.6% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 13.19% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,671 | $3,713-28.1% | $4,933-45.9% | $2,755-3.0% |
| Participant deferral / active EE | $7,608 | $6,644+14.5% | $8,070-5.7% | $4,296+77.1% |
| Admin fee / account holder | $11,743 | $7,941+47.9% | $12,998-9.7% | $6,918+69.7% |