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 | $191,223 | $111,724+71.2% | $93,606+104.3% | $145,922+31.0% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 15.28% | 202.98%-187.7pp | 133.20%-117.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,855 | $3,090-7.6% | $2,420+18.0% | $4,660-38.7% |
| Participant deferral / active EE | $6,140 | $4,912+25.0% | $4,411+39.2% | $6,688-8.2% |
| Admin fee / account holder | $828 | $10,250-91.9% | $8,285-90.0% | $13,397-93.8% |