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 | $136,700 | $99,877+36.9% | $84,966+60.9% | $145,922-6.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.68% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,068 | $3,231-36.0% | $2,727-24.2% | $4,660-55.6% |
| Participant deferral / active EE | $4,778 | $5,291-9.7% | $4,519+5.7% | $6,688-28.6% |
| Admin fee / account holder | $10,815 | $7,248+49.2% | $6,149+75.9% | $13,397-19.3% |