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 | $106,923 | $100,852+6.0% | $90,404+18.3% | $158,922-32.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.78% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,971 | $3,689-46.6% | $3,262-39.6% | $4,761-58.6% |
| Participant deferral / active EE | $4,062 | $4,348-6.6% | $3,963+2.5% | $5,982-32.1% |
| Admin fee / account holder | $1,535 | $6,501-76.4% | $5,611-72.7% | $11,246-86.4% |