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 | $84,976 | $100,773-15.7% | $88,946-4.5% | $142,382-40.3% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 13.66% | 70.18%-56.5pp | 57.82%-44.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,421 | $2,918-51.3% | $2,555-44.4% | $4,299-66.9% |
| Participant deferral / active EE | $3,060 | $5,230-41.5% | $4,581-33.2% | $6,507-53.0% |
| Admin fee / account holder | $11,531 | $9,693+19.0% | $8,261+39.6% | $12,624-8.7% |