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 | $108,204 | $109,817-1.5% | $98,442+9.9% | $167,490-35.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 12.52% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,305 | $3,224-28.5% | $2,960-22.1% | $4,837-52.4% |
| Participant deferral / active EE | $7,233 | $4,673+54.8% | $4,276+69.2% | $6,341+14.1% |
| Admin fee / account holder | $28,499 | $6,753+322.0% | $5,949+379.0% | $12,309+131.5% |