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 5-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 | $108,797 | $110,094-1.2% | $151,611-28.2% | $68,494+58.8% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | 1010.62% | -10.12%+1020.7pp | 3.33%+1007.3pp | -7.84%+1018.5pp |
| Employer contribution / active EE | $3,434 | $4,471-23.2% | $6,166-44.3% | $2,596+32.2% |
| Participant deferral / active EE | $7,364 | $6,527+12.8% | $8,363-12.0% | $4,027+82.9% |
| Admin fee / account holder | $4,245 | $7,719-45.0% | $11,616-63.5% | $5,403-21.4% |