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 | $100,130 | $102,317-2.1% | $146,958-31.9% | $80,856+23.8% |
| Participation rate | 77.9% | 75.8%+2.1pp | 82.2%-4.2pp | 67.6%+10.3pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,990 | $3,713-46.4% | $4,933-59.6% | $2,755-27.7% |
| Participant deferral / active EE | $8,208 | $6,644+23.5% | $8,070+1.7% | $4,296+91.1% |
| Admin fee / account holder | $2,607 | $7,941-67.2% | $12,998-79.9% | $6,918-62.3% |