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 | $103,604 | $99,020+4.6% | $86,590+19.6% | $147,584-29.8% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 10.82% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,662 | $3,132-15.0% | $2,839-6.3% | $4,876-45.4% |
| Participant deferral / active EE | $4,916 | $3,972+23.8% | $3,609+36.2% | $5,439-9.6% |
| Admin fee / account holder | $17,002 | $5,710+197.7% | $4,906+246.6% | $10,885+56.2% |