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 | $135,301 | $103,949+30.2% | $69,182+95.6% | $273,961-50.6% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 7.92% | 35.28%-27.4pp | -21.93%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,009 | $1,783+68.8% | $1,206+149.5% | $4,869-38.2% |
| Participant deferral / active EE | $9,236 | $2,716+240.0% | $1,897+386.9% | $5,287+74.7% |
| Admin fee / account holder | $413 | $3,671-88.7% | $2,697-84.7% | $10,132-95.9% |