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 | $179,993 | $148,978+20.8% | $200,582-10.3% | $84,808+112.2% |
| Participation rate | 84.3% | 84.2%+0.1pp | 86.9%-2.6pp | 68.3%+16.0pp |
| Annual return | 14.92% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,465 | $4,815-7.3% | $6,419-30.4% | $2,631+69.7% |
| Participant deferral / active EE | $12,093 | $7,142+69.3% | $9,331+29.6% | $4,212+187.1% |
| Admin fee / account holder | $6,154 | $13,977-56.0% | $16,305-62.3% | $7,344-16.2% |