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 | $211,083 | $148,534+42.1% | $135,903+55.3% | $139,434+51.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.75% | 79.19%-65.4pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,030 | $5,243-23.1% | $4,856-17.0% | $4,751-15.2% |
| Participant deferral / active EE | $14,162 | $8,100+74.8% | $7,758+82.6% | $6,710+111.1% |
| Admin fee / account holder | $1,842 | $12,400-85.1% | $10,762-82.9% | $11,403-83.8% |