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 | $84,011 | $98,750-14.9% | $149,696-43.9% | $79,858+5.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 15.94% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,574 | $3,216-20.0% | $4,644-44.6% | $2,471+4.2% |
| Participant deferral / active EE | $5,801 | $5,680+2.1% | $6,842-15.2% | $3,740+55.1% |
| Admin fee / account holder | $2,167 | $6,053-64.2% | $9,309-76.7% | $5,306-59.2% |