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 | $105,320 | $107,934-2.4% | $91,989+14.5% | $152,861-31.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.32% | 89.24%-71.9pp | 69.02%-51.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,835 | $4,210-32.7% | $3,452-17.9% | $4,762-40.5% |
| Participant deferral / active EE | $9,613 | $6,364+51.0% | $5,923+62.3% | $5,850+64.3% |
| Admin fee / account holder | $627 | $10,520-94.0% | $7,743-91.9% | $11,596-94.6% |