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 | $108,019 | $115,770-6.7% | $101,248+6.7% | $158,922-32.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.93% | 56.14%-40.2pp | 46.47%-30.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,887 | $4,175-6.9% | $3,660+6.2% | $4,761-18.4% |
| Participant deferral / active EE | $7,583 | $4,957+53.0% | $4,370+73.5% | $5,982+26.8% |
| Admin fee / account holder | $450 | $7,245-93.8% | $5,945-92.4% | $11,246-96.0% |