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 | $163,095 | $183,592-11.2% | $155,567+4.8% | $145,959+11.7% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 14.50% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $4,319 | $5,315-18.7% | $4,674-7.6% | $4,661-7.3% |
| Participant deferral / active EE | $9,514 | $6,464+47.2% | $5,628+69.0% | $6,689+42.2% |
| Admin fee / account holder | $2,450 | $19,318-87.3% | $15,916-84.6% | $13,398-81.7% |