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 | $109,202 | $124,281-12.1% | $109,143+0.1% | $167,490-34.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 13.58% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,843 | $4,207-8.7% | $3,722+3.2% | $4,837-20.6% |
| Participant deferral / active EE | $3,666 | $5,255-30.2% | $4,653-21.2% | $6,341-42.2% |
| Admin fee / account holder | $372 | $7,970-95.3% | $6,752-94.5% | $12,309-97.0% |