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 | $146,362 | $90,503+61.7% | $78,689+86.0% | $273,961-46.6% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 6.99% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,023 | $3,176-67.8% | $2,851-64.1% | $4,869-79.0% |
| Participant deferral / active EE | $6,819 | $3,901+74.8% | $3,517+93.9% | $5,287+29.0% |
| Admin fee / account holder | $22,384 | $5,263+325.3% | $4,510+396.3% | $10,132+120.9% |