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 | $108,099 | $104,974+3.0% | $95,585+13.1% | $142,382-24.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.42% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,252 | $2,779+17.0% | $2,527+28.7% | $4,299-24.4% |
| Participant deferral / active EE | $4,112 | $4,352-5.5% | $4,023+2.2% | $6,507-36.8% |
| Admin fee / account holder | $5,167 | $6,386-19.1% | $6,127-15.7% | $12,624-59.1% |