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 | $108,232 | $107,334+0.8% | $92,893+16.5% | $152,861-29.2% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 23.98% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,211 | $4,221-47.6% | $3,653-39.5% | $4,762-53.6% |
| Participant deferral / active EE | $5,254 | $4,845+8.5% | $4,236+24.0% | $5,850-10.2% |
| Admin fee / account holder | $1,051 | $7,079-85.2% | $5,794-81.9% | $11,596-90.9% |