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 | $176,572 | $115,770+52.5% | $101,248+74.4% | $158,922+11.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 12.61% | 56.14%-43.5pp | 46.47%-33.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,713 | $4,175-35.0% | $3,660-25.9% | $4,761-43.0% |
| Participant deferral / active EE | $4,821 | $4,957-2.7% | $4,370+10.3% | $5,982-19.4% |
| Admin fee / account holder | $10,037 | $7,245+38.5% | $5,945+68.8% | $11,246-10.7% |