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 | $150,610 | $89,355+68.6% | $141,162+6.7% | $72,985+106.4% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.5%-7.0pp | 69.5%+6.0pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,658 | $3,114-46.8% | $4,735-65.0% | $2,440-32.0% |
| Participant deferral / active EE | $6,152 | $5,418+13.6% | $6,709-8.3% | $3,607+70.5% |
| Admin fee / account holder | $5,502 | $5,958-7.7% | $10,261-46.4% | $5,124+7.4% |