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 | $124,022 | $86,286+43.7% | $111,297+11.4% | $85,850+44.5% |
| Participation rate | 84.8% | 73.3%+11.5pp | 77.3%+7.5pp | 69.3%+15.5pp |
| Annual return | 12.48% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,008 | $2,043-1.7% | $2,731-26.5% | $2,565-21.7% |
| Participant deferral / active EE | $5,530 | $3,641+51.9% | $4,487+23.2% | $3,952+39.9% |
| Admin fee / account holder | $7,084 | $8,188-13.5% | $7,964-11.1% | $6,260+13.2% |