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 | $196,514 | $104,974+87.2% | $95,585+105.6% | $142,382+38.0% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 12.28% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,400 | $2,779-49.6% | $2,527-44.6% | $4,299-67.4% |
| Participant deferral / active EE | $2,908 | $4,352-33.2% | $4,023-27.7% | $6,507-55.3% |
| Admin fee / account holder | $58,990 | $6,386+823.7% | $6,127+862.7% | $12,624+367.3% |