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 | $127,815 | $107,334+19.1% | $92,893+37.6% | $152,861-16.4% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 19.21% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,093 | $4,221-3.0% | $3,653+12.0% | $4,762-14.1% |
| Participant deferral / active EE | $5,495 | $4,845+13.4% | $4,236+29.7% | $5,850-6.1% |
| Admin fee / account holder | $999 | $7,079-85.9% | $5,794-82.8% | $11,596-91.4% |