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 | $108,589 | $115,770-6.2% | $101,248+7.2% | $158,922-31.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 12.93% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $6,666 | $4,175+59.7% | $3,660+82.1% | $4,761+40.0% |
| Participant deferral / active EE | $18,702 | $4,957+277.3% | $4,370+327.9% | $5,982+212.6% |
| Admin fee / account holder | $8,570 | $7,245+18.3% | $5,945+44.1% | $11,246-23.8% |