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 | $216,036 | $117,983+83.1% | $101,794+112.2% | $142,382+51.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 17.35% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,022 | $2,773-27.1% | $2,289-11.7% | $4,299-53.0% |
| Participant deferral / active EE | $4,587 | $4,714-2.7% | $4,084+12.3% | $6,507-29.5% |
| Admin fee / account holder | $2,233 | $10,433-78.6% | $8,777-74.6% | $12,624-82.3% |