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 7-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 | $98,676 | $102,966-4.2% | $90,281+9.3% | $152,861-35.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 24.96% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,994 | $3,139-4.6% | $2,854+4.9% | $4,762-37.1% |
| Participant deferral / active EE | $5,989 | $4,281+39.9% | $3,885+54.1% | $5,850+2.4% |
| Admin fee / account holder | $16,376 | $6,171+165.4% | $5,351+206.0% | $11,596+41.2% |