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 4-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 | $79,807 | $102,317-22.0% | $146,958-45.7% | $80,856-1.3% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 16.36% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,007 | $3,713-19.0% | $4,933-39.0% | $2,755+9.2% |
| Participant deferral / active EE | $6,668 | $6,644+0.4% | $8,070-17.4% | $4,296+55.2% |
| Admin fee / account holder | $543 | $7,941-93.2% | $12,998-95.8% | $6,918-92.2% |