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 | $139,827 | $89,355+56.5% | $141,162-0.9% | $72,985+91.6% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.5%-11.7pp | 69.5%+1.2pp |
| Annual return | 22.29% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,685 | $5,418+115.7% | $6,709+74.2% | $3,607+223.9% |
| Admin fee / account holder | $14,150 | $5,958+137.5% | $10,261+37.9% | $5,124+176.1% |