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 | $116,628 | $111,724+4.4% | $93,606+24.6% | $145,922-20.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.69% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,794 | $3,090+22.8% | $2,420+56.8% | $4,660-18.6% |
| Participant deferral / active EE | $4,369 | $4,912-11.1% | $4,411-1.0% | $6,688-34.7% |
| Admin fee / account holder | $1,133 | $10,250-88.9% | $8,285-86.3% | $13,397-91.5% |