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 | $104,386 | $106,890-2.3% | $84,015+24.2% | $152,861-31.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 19.31% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,083 | $2,734-23.8% | $1,983+5.0% | $4,762-56.3% |
| Participant deferral / active EE | $3,923 | $4,011-2.2% | $3,239+21.1% | $5,850-32.9% |
| Admin fee / account holder | $818 | $8,285-90.1% | $6,101-86.6% | $11,596-92.9% |