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 | $195,482 | $135,952+43.8% | $123,892+57.8% | $273,961-28.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.16% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $16,689 | $5,170+222.8% | $4,617+261.5% | $4,869+242.8% |
| Participant deferral / active EE | $6,983 | $6,343+10.1% | $5,984+16.7% | $5,287+32.1% |
| Admin fee / account holder | $357 | $9,817-96.4% | $8,357-95.7% | $10,132-96.5% |