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 6-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 | $99,334 | $105,126-5.5% | $94,646+5.0% | $139,434-28.8% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 13.25% | 38.03%-24.8pp | 156.71%-143.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,497 | $4,106-63.5% | $3,672-59.2% | $4,751-68.5% |
| Participant deferral / active EE | $13,713 | $7,599+80.5% | $7,418+84.9% | $6,710+104.4% |
| Admin fee / account holder | $624 | $8,984-93.0% | $7,231-91.4% | $11,403-94.5% |