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 | $177,749 | $109,881+61.8% | $150,045+18.5% | $84,808+109.6% |
| Participation rate | 72.9% | 76.1%-3.2pp | 82.3%-9.4pp | 68.3%+4.6pp |
| Annual return | 18.10% | 28.25%-10.1pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,093 | $3,561-41.2% | $4,693-55.4% | $2,631-20.5% |
| Participant deferral / active EE | $8,160 | $6,636+23.0% | $7,997+2.0% | $4,212+93.8% |
| Admin fee / account holder | $1,636 | $8,568-80.9% | $13,435-87.8% | $7,344-77.7% |