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 8-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 | $95,641 | $106,890-10.5% | $84,015+13.8% | $152,861-37.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 26.58% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,502 | $2,734-45.1% | $1,983-24.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,965 | $4,011-1.1% | $3,239+22.4% | $5,850-32.2% |
| Admin fee / account holder | $5,629 | $8,285-32.1% | $6,101-7.7% | $11,596-51.5% |