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 | $72,579 | $82,978-12.5% | $129,995-44.2% | $71,457+1.6% |
| Participation rate | 90.3% | 74.1%+16.2pp | 78.5%+11.8pp | 67.9%+22.3pp |
| Annual return | 15.44% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,645 | $2,622-37.3% | $4,320-61.9% | $2,588-36.4% |
| Participant deferral / active EE | $7,672 | $4,432+73.1% | $5,820+31.8% | $4,289+78.9% |
| Admin fee / account holder | $5,938 | $1,729+243.4% | $10,614-44.1% | $1,587+274.1% |